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 | $23,420 | $77,419-69.7% | $69,455-66.3% | $152,861-84.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 1.76% | 39.06%-37.3pp | 28.97%-27.2pp | 345.32%-343.6pp |
| Employer contribution / active EE | $1,725 | $3,315-48.0% | $2,779-37.9% | $4,762-63.8% |
| Participant deferral / active EE | $1,531 | $4,414-65.3% | $3,535-56.7% | $5,850-73.8% |
| Admin fee / account holder | $571 | $6,207-90.8% | $3,839-85.1% | $11,596-95.1% |