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 | $55,395 | $65,041-14.8% | $90,951-39.1% | $79,858-30.6% |
| Participation rate | 89.1% | 61.6%+27.5pp | 69.0%+20.1pp | 69.6%+19.5pp |
| Annual return | 10.01% | 30.45%-20.4pp | 134.60%-124.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,053 | $1,247-15.6% | $2,122-50.4% | $2,471-57.4% |
| Participant deferral / active EE | $3,739 | $2,512+48.8% | $3,373+10.9% | $3,7400% |
| Admin fee / account holder | $1,724 | $4,536-62.0% | $5,959-71.1% | $5,306-67.5% |