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 | $22,910 | $63,346-63.8% | $92,233-75.2% | $70,131-67.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 6.91% | 530.12%-523.2pp | 176.28%-169.4pp | 73.14%-66.2pp |
| Employer contribution / active EE | $1,290 | $2,471-47.8% | $3,679-64.9% | $2,342-44.9% |
| Participant deferral / active EE | $1,467 | $2,854-48.6% | $3,897-62.4% | $3,332-56.0% |
| Admin fee / account holder | $1,441 | $3,840-62.5% | $5,194-72.2% | $4,645-69.0% |