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 | $29,846 | $175,202-83.0% | $149,673-80.1% | $139,434-78.6% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | 1.98% | 166.71%-164.7pp | 134.42%-132.4pp | 372.94%-371.0pp |
| Employer contribution / active EE | $2,143 | $5,474-60.8% | $4,818-55.5% | $4,751-54.9% |
| Participant deferral / active EE | $5,294 | $6,519-18.8% | $5,680-6.8% | $6,710-21.1% |
| Admin fee / account holder | $367 | $16,150-97.7% | $13,210-97.2% | $11,403-96.8% |