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 | $22,901 | $95,416-76.0% | $185,823-87.7% | $85,850-73.3% |
| Participation rate | 86.3% | 68.8%+17.5pp | 81.7%+4.6pp | 69.3%+17.0pp |
| Annual return | 11.21% | 23.59%-12.4pp | 122.05%-110.8pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,299 | $3,314-60.8% | $5,167-74.9% | $2,565-49.4% |
| Participant deferral / active EE | $2,150 | $3,423-37.2% | $5,568-61.4% | $3,952-45.6% |
| Admin fee / account holder | $2,629 | $7,213-63.6% | $16,237-83.8% | $6,260-58.0% |