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 | $46,979 | $106,515-55.9% | $96,683-51.4% | $139,434-66.3% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 6.29% | 38.43%-32.1pp | 35.69%-29.4pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,565 | $4,103-61.9% | $3,737-58.1% | $4,751-67.1% |
| Participant deferral / active EE | $1,807 | $5,454-66.9% | $4,878-63.0% | $6,710-73.1% |
| Admin fee / account holder | $336 | $7,877-95.7% | $6,730-95.0% | $11,403-97.1% |