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 | $45,685 | $60,124-24.0% | $90,404-49.5% | $79,858-42.8% |
| Participation rate | 71.4% | 65.0%+6.4pp | 72.7%-1.3pp | 69.6%+1.8pp |
| Annual return | 9.72% | 71.94%-62.2pp | 1293.02%-1283.3pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,007 | $2,068-51.3% | $3,262-69.1% | $2,471-59.2% |
| Participant deferral / active EE | $1,689 | $2,938-42.5% | $3,963-57.4% | $3,740-54.8% |
| Admin fee / account holder | $391 | $3,976-90.2% | $5,611-93.0% | $5,306-92.6% |