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 | $39,695 | $58,828-32.5% | $77,999-49.1% | $62,891-36.9% |
| Participation rate | 78.9% | 71.1%+7.9pp | 75.5%+3.4pp | 69.3%+9.6pp |
| Annual return | 4.41% | 17.16%-12.8pp | 425.96%-421.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,010 | $1,672-39.6% | $2,470-59.1% | $2,281-55.7% |
| Participant deferral / active EE | $1,664 | $2,686-38.1% | $3,497-52.4% | $3,203-48.1% |
| Admin fee / account holder | $2,833 | $4,393-35.5% | $5,480-48.3% | $4,296-34.1% |