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 | $29,393 | $74,888-60.8% | $71,209-58.7% | $142,382-79.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 10.24% | 345.14%-334.9pp | 282.51%-272.3pp | 217.08%-206.8pp |
| Employer contribution / active EE | $5,865 | $2,854+105.5% | $2,721+115.5% | $4,299+36.4% |
| Participant deferral / active EE | $1,511 | $4,454-66.1% | $4,175-63.8% | $6,507-76.8% |
| Admin fee / account holder | $6,141 | $5,568+10.3% | $5,349+14.8% | $12,624-51.3% |