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 | $16,039 | $77,634-79.3% | $156,549-89.8% | $62,891-74.5% |
| Participation rate | 79.5% | 71.2%+8.3pp | 84.0%-4.5pp | 69.3%+10.2pp |
| Annual return | 3.01% | 50.32%-47.3pp | 32.23%-29.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $847 | $3,444-75.4% | $5,501-84.6% | $2,281-62.9% |
| Participant deferral / active EE | $903 | $3,045-70.4% | $4,871-81.5% | $3,203-71.8% |
| Admin fee / account holder | $3,375 | $5,561-39.3% | $13,027-74.1% | $4,296-21.4% |