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 | $16,473 | $74,888-78.0% | $71,209-76.9% | $142,382-88.4% |
| Participation rate | 87.0% | 76.2%+10.7pp | 73.8%+13.2pp | 80.1%+6.8pp |
| Annual return | 12.03% | 345.14%-333.1pp | 282.51%-270.5pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,180 | $2,854-58.7% | $2,721-56.6% | $4,299-72.6% |
| Participant deferral / active EE | $1,070 | $4,454-76.0% | $4,175-74.4% | $6,507-83.6% |
| Admin fee / account holder | $7,708 | $5,568+38.4% | $5,349+44.1% | $12,624-38.9% |