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 | $48,944 | $99,020-50.6% | $86,590-43.5% | $147,584-66.8% |
| Participation rate | 92.3% | 76.3%+16.0pp | 73.5%+18.8pp | 82.8%+9.5pp |
| Annual return | 8.46% | 1312.34%-1303.9pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $2,990 | $3,132-4.5% | $2,839+5.3% | $4,876-38.7% |
| Participant deferral / active EE | $2,862 | $3,972-28.0% | $3,609-20.7% | $5,439-47.4% |
| Admin fee / account holder | $17,199 | $5,710+201.2% | $4,906+250.6% | $10,885+58.0% |