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 | $54,375 | $88,672-38.7% | $105,223-48.3% | $82,448-34.0% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 4.25% | 30.86%-26.6pp | 180.65%-176.4pp | 41.64%-37.4pp |
| Employer contribution / active EE | $2,318 | $3,048-23.9% | $3,689-37.1% | $2,551-9.1% |
| Participant deferral / active EE | $3,091 | $4,036-23.4% | $5,072-39.1% | $4,139-25.3% |
| Admin fee / account holder | $5,394 | $7,146-24.5% | $8,859-39.1% | $7,234-25.4% |