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 | $36,309 | $104,974-65.4% | $95,585-62.0% | $142,382-74.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 6.56% | 210.33%-203.8pp | 38.56%-32.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,162 | $2,779-58.2% | $2,527-54.0% | $4,299-73.0% |
| Participant deferral / active EE | $2,856 | $4,352-34.4% | $4,023-29.0% | $6,507-56.1% |
| Admin fee / account holder | $56,206 | $6,386+780.1% | $6,127+817.3% | $12,624+345.2% |