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 | $46,688 | $64,839-28.0% | $95,585-51.2% | $84,808-44.9% |
| Participation rate | 97.3% | 63.8%+33.5pp | 72.1%+25.2pp | 68.3%+29.0pp |
| Annual return | 12.34% | -670.96%+683.3pp | 38.56%-26.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,207 | $1,759-31.4% | $2,527-52.2% | $2,631-54.1% |
| Participant deferral / active EE | $1,796 | $2,965-39.4% | $4,023-55.3% | $4,212-57.3% |
| Admin fee / account holder | $11,810 | $5,964+98.0% | $6,127+92.8% | $7,344+60.8% |