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 | $56,105 | $99,985-43.9% | $146,665-61.7% | $85,850-34.6% |
| Participation rate | 85.4% | 73.1%+12.3pp | 80.1%+5.3pp | 69.3%+16.1pp |
| Annual return | 8.88% | 18.93%-10.1pp | 22.74%-13.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $1,865 | $2,559-27.1% | $4,136-54.9% | $2,565-27.3% |
| Participant deferral / active EE | $2,600 | $4,006-35.1% | $5,506-52.8% | $3,952-34.2% |
| Admin fee / account holder | $18,460 | $7,702+139.7% | $10,280+79.6% | $6,260+194.9% |