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 | $50,628 | $91,538-44.7% | $129,995-61.1% | $75,163-32.6% |
| Participation rate | 76.7% | 71.4%+5.2pp | 78.5%-1.8pp | 67.2%+9.5pp |
| Annual return | 7.93% | -631.11%+639.0pp | -137.18%+145.1pp | 160.62%-152.7pp |
| Employer contribution / active EE | $1,262 | $2,845-55.7% | $4,320-70.8% | $2,670-52.7% |
| Participant deferral / active EE | $3,028 | $4,341-30.2% | $5,820-48.0% | $4,125-26.6% |
| Admin fee / account holder | $14,299 | $6,790+110.6% | $10,614+34.7% | $5,651+153.0% |