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 | $41,628 | $95,416-56.4% | $185,823-77.6% | $85,850-51.5% |
| Participation rate | 85.7% | 68.8%+17.0pp | 81.7%+4.0pp | 69.3%+16.4pp |
| Annual return | 10.06% | 23.59%-13.5pp | 122.05%-112.0pp | 318.53%-308.5pp |
| Employer contribution / active EE | $2,360 | $3,314-28.8% | $5,167-54.3% | $2,565-8.0% |
| Participant deferral / active EE | $4,384 | $3,423+28.1% | $5,568-21.3% | $3,952+10.9% |
| Admin fee / account holder | $313 | $7,213-95.7% | $16,237-98.1% | $6,260-95.0% |