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 | $30,030 | $71,050-57.7% | $93,606-67.9% | $80,856-62.9% |
| Participation rate | 85.3% | 60.4%+24.9pp | 68.7%+16.6pp | 67.6%+17.7pp |
| Annual return | 8.62% | 11.26%-2.6pp | 133.20%-124.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $849 | $1,564-45.7% | $2,420-64.9% | $2,755-69.2% |
| Participant deferral / active EE | $3,395 | $4,034-15.8% | $4,411-23.0% | $4,296-21.0% |
| Admin fee / account holder | $21,758 | $6,945+213.3% | $8,285+162.6% | $6,918+214.5% |