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 | $48,950 | $77,314-36.7% | $177,989-72.5% | $80,856-39.5% |
| Participation rate | 84.9% | 65.7%+19.2pp | 77.1%+7.8pp | 67.6%+17.3pp |
| Annual return | 9.22% | 18.09%-8.9pp | 294.48%-285.3pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,542 | $2,292-32.7% | $3,949-60.9% | $2,755-44.0% |
| Participant deferral / active EE | $4,219 | $4,411-4.3% | $6,276-32.8% | $4,296-1.8% |
| Admin fee / account holder | $2,774 | $7,191-61.4% | $10,363-73.2% | $6,918-59.9% |