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 | $79,267 | $118,680-33.2% | $98,907-19.9% | $158,922-50.1% |
| Participation rate | 70.0% | 77.8%-7.8pp | 76.0%-6.0pp | 82.0%-12.0pp |
| Annual return | 1.66% | 372.35%-370.7pp | 196.43%-194.8pp | 302.83%-301.2pp |
| Employer contribution / active EE | $1,009 | $3,333-69.7% | $2,689-62.5% | $4,761-78.8% |
| Participant deferral / active EE | $3,081 | $5,088-39.4% | $4,244-27.4% | $5,982-48.5% |
| Admin fee / account holder | $44,508 | $10,131+339.3% | $6,642+570.1% | $11,246+295.8% |