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 | $50,483 | $110,257-54.2% | $96,544-47.7% | $139,434-63.8% |
| Participation rate | 81.3% | 78.1%+3.2pp | 76.0%+5.3pp | 80.3%+0.9pp |
| Annual return | 9.03% | 26.32%-17.3pp | 25.84%-16.8pp | 372.94%-363.9pp |
| Employer contribution / active EE | $2,174 | $3,620-39.9% | $2,965-26.7% | $4,751-54.2% |
| Participant deferral / active EE | $5,788 | $5,548+4.3% | $4,851+19.3% | $6,710-13.7% |
| Admin fee / account holder | $66,527 | $11,591+473.9% | $8,252+706.2% | $11,403+483.4% |