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 | $42,996 | $106,890-59.8% | $84,015-48.8% | $152,861-71.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 7.55% | 104.99%-97.4pp | 71.31%-63.8pp | 345.32%-337.8pp |
| Employer contribution / active EE | $927 | $2,734-66.1% | $1,983-53.2% | $4,762-80.5% |
| Participant deferral / active EE | $2,214 | $4,011-44.8% | $3,239-31.6% | $5,850-62.1% |
| Admin fee / account holder | $15,305 | $8,285+84.7% | $6,101+150.9% | $11,596+32.0% |