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 | $31,176 | $81,460-61.7% | $103,333-69.8% | $80,856-61.4% |
| Participation rate | 91.7% | 66.8%+24.8pp | 74.5%+17.2pp | 67.6%+24.0pp |
| Annual return | 6.62% | 25.55%-18.9pp | 24.88%-18.3pp | 35.59%-29.0pp |
| Employer contribution / active EE | $2,778 | $3,105-10.5% | $3,868-28.2% | $2,755+0.8% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1,872 | $6,566-71.5% | $8,355-77.6% | $6,918-72.9% |