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 | $34,802 | $70,669-50.8% | $169,368-79.5% | $75,163-53.7% |
| Participation rate | 94.1% | 64.8%+29.3pp | 77.1%+17.0pp | 67.2%+26.9pp |
| Annual return | 13.95% | 36.36%-22.4pp | 405.60%-391.7pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,198 | $2,211+44.7% | $4,013-20.3% | $2,670+19.8% |
| Participant deferral / active EE | $0 | $4,311-100.0% | $6,221-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,102 | $5,402-79.6% | $9,003-87.8% | $5,651-80.5% |