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 | $149,375 | $209,832-28.8% | $189,513-21.2% | $167,490-10.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 6.23% | 748.27%-742.0pp | 555.15%-548.9pp | 478.56%-472.3pp |
| Employer contribution / active EE | $1,789 | $6,914-74.1% | $6,162-71.0% | $4,837-63.0% |
| Participant deferral / active EE | $3,679 | $8,935-58.8% | $8,221-55.3% | $6,341-42.0% |
| Admin fee / account holder | $1,676 | $14,293-88.3% | $12,045-86.1% | $12,309-86.4% |