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 | $23,493 | $48,570-51.6% | $130,648-82.0% | $72,985-67.8% |
| Participation rate | 71.4% | 58.6%+12.9pp | 71.7%-0.3pp | 69.5%+1.9pp |
| Annual return | 16.10% | 38.63%-22.5pp | 1708.96%-1692.9pp | 81.00%-64.9pp |
| Employer contribution / active EE | $972 | $1,334-27.1% | $4,092-76.2% | $2,440-60.2% |
| Participant deferral / active EE | $1,748 | $2,384-26.7% | $3,603-51.5% | $3,607-51.6% |
| Admin fee / account holder | $2,731 | $3,549-23.1% | $5,464-50.0% | $5,124-46.7% |