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 | $47,485 | $89,355-46.9% | $141,162-66.4% | $72,985-34.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.0pp | 69.5%+24.0pp |
| Annual return | 2.04% | 111.85%-109.8pp | 71.39%-69.3pp | 81.00%-79.0pp |
| Employer contribution / active EE | $3,460 | $3,114+11.1% | $4,735-26.9% | $2,440+41.8% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,114 | $5,958-64.5% | $10,261-79.4% | $5,124-58.7% |