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 | $40,299 | $105,181-61.7% | $159,436-74.7% | $85,850-53.1% |
| Participation rate | 85.3% | 75.8%+9.5pp | 82.8%+2.5pp | 69.3%+16.0pp |
| Annual return | 9.53% | 45.07%-35.5pp | 263.57%-254.0pp | 318.53%-309.0pp |
| Employer contribution / active EE | $1,009 | $3,318-69.6% | $4,829-79.1% | $2,565-60.7% |
| Participant deferral / active EE | $4,971 | $5,945-16.4% | $7,352-32.4% | $3,952+25.8% |
| Admin fee / account holder | $8,262 | $6,933+19.2% | $10,799-23.5% | $6,260+32.0% |