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 | $11,299 | $48,795-76.8% | $65,493-82.7% | $84,808-86.7% |
| Participation rate | 85.4% | 67.0%+18.4pp | 73.1%+12.3pp | 68.3%+17.1pp |
| Annual return | 9.77% | 20.20%-10.4pp | 982.45%-972.7pp | 40.90%-31.1pp |
| Employer contribution / active EE | $650 | $1,930-66.3% | $2,574-74.8% | $2,631-75.3% |
| Participant deferral / active EE | $1,531 | $2,928-47.7% | $3,961-61.3% | $4,212-63.6% |
| Admin fee / account holder | $1,593 | $3,877-58.9% | $5,028-68.3% | $7,344-78.3% |