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 | $38,690 | $152,587-74.6% | $125,175-69.1% | $152,861-74.7% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 4.90% | 54.84%-49.9pp | 43.79%-38.9pp | 345.32%-340.4pp |
| Employer contribution / active EE | $1,589 | $4,946-67.9% | $3,865-58.9% | $4,762-66.6% |
| Participant deferral / active EE | $2,253 | $5,868-61.6% | $4,937-54.4% | $5,850-61.5% |
| Admin fee / account holder | $492 | $13,434-96.3% | $9,702-94.9% | $11,596-95.8% |