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 | $47,088 | $106,890-55.9% | $84,015-44.0% | $152,861-69.2% |
| Participation rate | 95.2% | 75.2%+20.0pp | 69.0%+26.2pp | 82.4%+12.8pp |
| Annual return | 1.91% | 104.99%-103.1pp | 71.31%-69.4pp | 345.32%-343.4pp |
| Employer contribution / active EE | $1,772 | $2,734-35.2% | $1,983-10.7% | $4,762-62.8% |
| Participant deferral / active EE | $6,518 | $4,011+62.5% | $3,239+101.3% | $5,850+11.4% |
| Admin fee / account holder | $1,594 | $8,285-80.8% | $6,101-73.9% | $11,596-86.3% |