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 | $47,438 | $85,766-44.7% | $136,294-65.2% | $70,131-32.4% |
| Participation rate | 73.8% | 74.2%-0.3pp | 81.9%-8.1pp | 69.5%+4.3pp |
| Annual return | 11.20% | 31.45%-20.3pp | 5155.94%-5144.7pp | 73.14%-61.9pp |
| Employer contribution / active EE | $837 | $2,966-71.8% | $4,695-82.2% | $2,342-64.3% |
| Participant deferral / active EE | $2,628 | $5,051-48.0% | $6,247-57.9% | $3,332-21.1% |
| Admin fee / account holder | $3,011 | $5,420-44.5% | $9,243-67.4% | $4,645-35.2% |