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 | $30,113 | $93,571-67.8% | $135,903-77.8% | $75,163-59.9% |
| Participation rate | 94.7% | 75.2%+19.6pp | 81.9%+12.8pp | 67.2%+27.5pp |
| Annual return | 10.77% | 30.90%-20.1pp | 68.23%-57.5pp | 160.62%-149.9pp |
| Employer contribution / active EE | $1,048 | $3,537-70.4% | $4,856-78.4% | $2,670-60.7% |
| Participant deferral / active EE | $7,551 | $6,404+17.9% | $7,758-2.7% | $4,125+83.1% |
| Admin fee / account holder | $2,999 | $6,975-57.0% | $10,762-72.1% | $5,651-46.9% |