See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,536 | $176,812-74.2% | $146,665-69.0% | $167,490-72.8% |
| Participation rate | 95.2% | 83.6%+11.6pp | 80.1%+15.2pp | 82.1%+13.1pp |
| Annual return | 8.13% | 24.03%-15.9pp | 22.74%-14.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $1,627 | $5,160-68.5% | $4,136-60.7% | $4,837-66.4% |
| Participant deferral / active EE | $3,322 | $6,440-48.4% | $5,506-39.7% | $6,341-47.6% |
| Admin fee / account holder | $5,084 | $13,259-61.7% | $10,280-50.5% | $12,309-58.7% |