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 | $26,824 | $80,717-66.8% | $154,803-82.7% | $84,808-68.4% |
| Participation rate | 89.8% | 66.8%+23.0pp | 78.1%+11.7pp | 68.3%+21.5pp |
| Annual return | 5.25% | 37.96%-32.7pp | 58.88%-53.6pp | 40.90%-35.7pp |
| Employer contribution / active EE | $2,209 | $2,761-20.0% | $4,305-48.7% | $2,631-16.0% |
| Participant deferral / active EE | $937 | $3,303-71.6% | $5,540-83.1% | $4,212-77.8% |
| Admin fee / account holder | $2,991 | $6,746-55.7% | $14,329-79.1% | $7,344-59.3% |