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 | $74,107 | $96,635-23.3% | $86,612-14.4% | $139,434-46.9% |
| Participation rate | 71.4% | 74.4%-3.0pp | 71.7%-0.3pp | 80.3%-8.9pp |
| Annual return | 9.05% | 106.41%-97.4pp | 591.07%-582.0pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,550 | $3,263-52.5% | $3,022-48.7% | $4,751-67.4% |
| Participant deferral / active EE | $3,003 | $4,836-37.9% | $4,438-32.3% | $6,710-55.2% |
| Admin fee / account holder | $1,476 | $6,408-77.0% | $5,614-73.7% | $11,403-87.1% |