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 | $23,308 | $84,233-72.3% | $170,442-86.3% | $70,131-66.8% |
| Participation rate | 95.8% | 70.8%+25.0pp | 83.6%+12.2pp | 69.5%+26.3pp |
| Annual return | 10.80% | 23.06%-12.3pp | 205.93%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,566 | $3,387-53.8% | $5,433-71.2% | $2,342-33.1% |
| Participant deferral / active EE | $2,042 | $3,086-33.8% | $4,939-58.7% | $3,332-38.7% |
| Admin fee / account holder | $1,358 | $5,698-76.2% | $13,880-90.2% | $4,645-70.8% |