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 | $47,958 | $81,248-41.0% | $155,509-69.2% | $80,856-40.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.44% | 33.31%-23.9pp | 64.67%-55.2pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,492 | $3,100-51.9% | $4,672-68.1% | $2,755-45.8% |
| Participant deferral / active EE | $3,007 | $3,452-12.9% | $5,626-46.6% | $4,296-30.0% |
| Admin fee / account holder | $16,726 | $7,997+109.1% | $15,912+5.1% | $6,918+141.8% |