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 | $42,462 | $91,552-53.6% | $133,956-68.3% | $79,858-46.8% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 5.91% | 61.85%-55.9pp | 45.09%-39.2pp | 31.71%-25.8pp |
| Employer contribution / active EE | $1,209 | $2,384-49.3% | $3,919-69.1% | $2,471-51.1% |
| Participant deferral / active EE | $2,203 | $3,733-41.0% | $5,048-56.4% | $3,740-41.1% |
| Admin fee / account holder | $7,543 | $6,321+19.3% | $8,927-15.5% | $5,306+42.1% |