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 | $30,391 | $51,175-40.6% | $70,515-56.9% | $75,163-59.6% |
| Participation rate | 79.3% | 60.9%+18.4pp | 68.3%+11.0pp | 67.2%+12.1pp |
| Annual return | 4.83% | 30.02%-25.2pp | 32.77%-27.9pp | 160.62%-155.8pp |
| Employer contribution / active EE | $2,353 | $1,826+28.8% | $2,973-20.9% | $2,670-11.9% |
| Participant deferral / active EE | $3,877 | $2,849+36.1% | $4,567-15.1% | $4,125-6.0% |
| Admin fee / account holder | $18,462 | $4,091+351.3% | $6,412+187.9% | $5,651+226.7% |