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 | $30,032 | $58,208-48.4% | $81,812-63.3% | $80,856-62.9% |
| Participation rate | 96.6% | 63.4%+33.1pp | 72.3%+24.2pp | 67.6%+28.9pp |
| Annual return | 8.91% | 41.66%-32.7pp | 773.79%-764.9pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,965 | $2,340-16.0% | $2,912-32.5% | $2,755-28.7% |
| Participant deferral / active EE | $789 | $3,281-75.9% | $4,319-81.7% | $4,296-81.6% |
| Admin fee / account holder | $2,549 | $4,981-48.8% | $7,386-65.5% | $6,918-63.1% |