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 | $30,732 | $65,409-53.0% | $98,442-68.8% | $85,850-64.2% |
| Participation rate | 77.8% | 65.0%+12.8pp | 73.3%+4.4pp | 69.3%+8.5pp |
| Annual return | 9.93% | 21.76%-11.8pp | 1492.73%-1482.8pp | 318.53%-308.6pp |
| Employer contribution / active EE | $1,469 | $2,168-32.2% | $2,960-50.4% | $2,565-42.7% |
| Participant deferral / active EE | $2,047 | $3,166-35.3% | $4,276-52.1% | $3,952-48.2% |
| Admin fee / account holder | $13,800 | $4,593+200.5% | $5,949+132.0% | $6,260+120.4% |