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 | $31,933 | $81,248-60.7% | $155,509-79.5% | $80,856-60.5% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.6%+22.4pp |
| Annual return | 9.50% | 33.31%-23.8pp | 64.67%-55.2pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,652 | $3,100-46.7% | $4,672-64.6% | $2,755-40.0% |
| Participant deferral / active EE | $4,339 | $3,452+25.7% | $5,626-22.9% | $4,296+1.0% |
| Admin fee / account holder | $11,677 | $7,997+46.0% | $15,912-26.6% | $6,918+68.8% |