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 7-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 | $35,653 | $209,832-83.0% | $189,513-81.2% | $167,490-78.7% |
| Participation rate | 84.6% | 88.7%-4.1pp | 87.8%-3.2pp | 82.1%+2.5pp |
| Annual return | 3.90% | 748.27%-744.4pp | 555.15%-551.3pp | 478.56%-474.7pp |
| Employer contribution / active EE | $2,522 | $6,914-63.5% | $6,162-59.1% | $4,837-47.9% |
| Participant deferral / active EE | $4,226 | $8,935-52.7% | $8,221-48.6% | $6,341-33.3% |
| Admin fee / account holder | $642 | $14,293-95.5% | $12,045-94.7% | $12,309-94.8% |