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 | $48,027 | $102,966-53.4% | $90,281-46.8% | $152,861-68.6% |
| Participation rate | 84.2% | 75.9%+8.3pp | 73.3%+10.9pp | 82.4%+1.8pp |
| Annual return | 2.90% | 95.16%-92.3pp | 78.10%-75.2pp | 345.32%-342.4pp |
| Employer contribution / active EE | $3,010 | $3,139-4.1% | $2,854+5.4% | $4,762-36.8% |
| Participant deferral / active EE | $6,576 | $4,281+53.6% | $3,885+69.2% | $5,850+12.4% |
| Admin fee / account holder | $12,820 | $6,171+107.8% | $5,351+139.6% | $11,596+10.6% |