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 | $59,348 | $102,317-42.0% | $146,958-59.6% | $80,856-26.6% |
| Participation rate | 90.6% | 75.8%+14.7pp | 82.2%+8.4pp | 67.6%+22.9pp |
| Annual return | 11.55% | 134.76%-123.2pp | 418.34%-406.8pp | 35.59%-24.0pp |
| Employer contribution / active EE | $1,701 | $3,713-54.2% | $4,933-65.5% | $2,755-38.3% |
| Participant deferral / active EE | $3,951 | $6,644-40.5% | $8,070-51.0% | $4,296-8.0% |
| Admin fee / account holder | $4,005 | $7,941-49.6% | $12,998-69.2% | $6,918-42.1% |