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 | $45,448 | $111,754-59.3% | $103,333-56.0% | $145,922-68.9% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.3pp | 80.3%+12.6pp |
| Annual return | 7.41% | 24.77%-17.4pp | 24.88%-17.5pp | 561.29%-553.9pp |
| Employer contribution / active EE | $1,499 | $4,212-64.4% | $3,868-61.2% | $4,660-67.8% |
| Participant deferral / active EE | $3,635 | $5,619-35.3% | $5,057-28.1% | $6,688-45.6% |
| Admin fee / account holder | $655 | $9,750-93.3% | $8,355-92.2% | $13,397-95.1% |