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 | $50,394 | $138,347-63.6% | $184,203-72.6% | $80,856-37.7% |
| Participation rate | 98.7% | 83.9%+14.8pp | 86.8%+11.9pp | 67.6%+31.1pp |
| Annual return | 10.96% | 20.02%-9.1pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,520 | $4,850-48.0% | $6,427-60.8% | $2,755-8.5% |
| Participant deferral / active EE | $4,717 | $7,071-33.3% | $9,131-48.3% | $4,296+9.8% |
| Admin fee / account holder | $1,838 | $10,483-82.5% | $13,901-86.8% | $6,918-73.4% |