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 | $51,700 | $112,881-54.2% | $90,951-43.2% | $158,922-67.5% |
| Participation rate | 95.0% | 74.7%+20.3pp | 69.0%+26.0pp | 82.0%+13.0pp |
| Annual return | 3.93% | 215.79%-211.9pp | 134.60%-130.7pp | 302.83%-298.9pp |
| Employer contribution / active EE | $1,000 | $2,893-65.4% | $2,122-52.9% | $4,761-79.0% |
| Participant deferral / active EE | $1,271 | $4,128-69.2% | $3,373-62.3% | $5,982-78.7% |
| Admin fee / account holder | $743 | $8,041-90.8% | $5,959-87.5% | $11,246-93.4% |