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 | $25,523 | $84,233-69.7% | $170,442-85.0% | $70,131-63.6% |
| Participation rate | 88.9% | 70.8%+18.1pp | 83.6%+5.3pp | 69.5%+19.3pp |
| Annual return | 9.82% | 23.06%-13.2pp | 205.93%-196.1pp | 73.14%-63.3pp |
| Employer contribution / active EE | $1,518 | $3,387-55.2% | $5,433-72.1% | $2,342-35.2% |
| Participant deferral / active EE | $2,312 | $3,086-25.1% | $4,939-53.2% | $3,332-30.6% |
| Admin fee / account holder | $449 | $5,698-92.1% | $13,880-96.8% | $4,645-90.3% |