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 3-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 | $42,082 | $114,381-63.2% | $107,525-60.9% | $142,382-70.4% |
| Participation rate | 95.5% | 78.1%+17.3pp | 75.1%+20.4pp | 80.1%+15.3pp |
| Annual return | 10.67% | 242.71%-232.0pp | 181.32%-170.7pp | 217.08%-206.4pp |
| Employer contribution / active EE | $14,167 | $4,015+252.9% | $3,754+277.4% | $4,299+229.5% |
| Participant deferral / active EE | $5,860 | $5,564+5.3% | $5,116+14.5% | $6,507-9.9% |
| Admin fee / account holder | $13,688 | $9,860+38.8% | $8,919+53.5% | $12,624+8.4% |