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 | $22,822 | $48,046-52.5% | $84,611-73.0% | $72,985-68.7% |
| Participation rate | 78.6% | 57.6%+21.0pp | 68.2%+10.3pp | 69.5%+9.1pp |
| Annual return | 17.71% | 37.38%-19.7pp | 258.74%-241.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $364 | $1,602-77.3% | $2,652-86.3% | $2,440-85.1% |
| Participant deferral / active EE | $2,041 | $2,680-23.9% | $3,899-47.7% | $3,607-43.4% |
| Admin fee / account holder | $4,984 | $3,395+46.8% | $4,912+1.5% | $5,124-2.7% |