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 | $48,423 | $78,672-38.4% | $109,143-55.6% | $85,850-43.6% |
| Participation rate | 78.0% | 68.3%+9.8pp | 75.9%+2.2pp | 69.3%+8.7pp |
| Annual return | 7.35% | 25.09%-17.7pp | 25.75%-18.4pp | 318.53%-311.2pp |
| Employer contribution / active EE | $1,180 | $2,735-56.8% | $3,722-68.3% | $2,565-54.0% |
| Participant deferral / active EE | $4,256 | $3,467+22.8% | $4,653-8.5% | $3,952+7.7% |
| Admin fee / account holder | $11,673 | $5,469+113.4% | $6,752+72.9% | $6,260+86.5% |