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 | $41,178 | $98,240-58.1% | $82,313-50.0% | $147,584-72.1% |
| Participation rate | 73.9% | 79.7%-5.8pp | 76.9%-3.0pp | 82.8%-8.9pp |
| Annual return | 7.88% | 30.85%-23.0pp | 25.88%-18.0pp | 578.55%-570.7pp |
| Employer contribution / active EE | $1,726 | $3,192-45.9% | $2,428-28.9% | $4,876-64.6% |
| Participant deferral / active EE | $2,594 | $4,383-40.8% | $3,706-30.0% | $5,439-52.3% |
| Admin fee / account holder | $2,979 | $8,563-65.2% | $5,608-46.9% | $10,885-72.6% |