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 | $35,137 | $89,753-60.9% | $107,525-67.3% | $84,808-58.6% |
| Participation rate | 76.3% | 68.1%+8.2pp | 75.1%+1.2pp | 68.3%+8.0pp |
| Annual return | 11.72% | 29.48%-17.8pp | 181.32%-169.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $834 | $3,113-73.2% | $3,754-77.8% | $2,631-68.3% |
| Participant deferral / active EE | $1,812 | $4,056-55.3% | $5,116-64.6% | $4,212-57.0% |
| Admin fee / account holder | $1,502 | $7,222-79.2% | $8,919-83.2% | $7,344-79.6% |