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 | $45,360 | $91,552-50.5% | $133,956-66.1% | $79,858-43.2% |
| Participation rate | 74.0% | 73.3%+0.7pp | 79.8%-5.8pp | 69.6%+4.4pp |
| Annual return | 6.17% | 61.85%-55.7pp | 45.09%-38.9pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,729 | $2,384-27.5% | $3,919-55.9% | $2,471-30.0% |
| Participant deferral / active EE | $3,462 | $3,733-7.3% | $5,048-31.4% | $3,740-7.4% |
| Admin fee / account holder | $379 | $6,321-94.0% | $8,927-95.8% | $5,306-92.9% |