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 | $28,235 | $77,899-63.8% | $149,673-81.1% | $75,163-62.4% |
| Participation rate | 77.8% | 65.6%+12.2pp | 78.8%-1.0pp | 67.2%+10.6pp |
| Annual return | 9.83% | 31.72%-21.9pp | 134.42%-124.6pp | 160.62%-150.8pp |
| Employer contribution / active EE | $1,902 | $3,137-39.4% | $4,818-60.5% | $2,670-28.8% |
| Participant deferral / active EE | $1,187 | $3,411-65.2% | $5,680-79.1% | $4,125-71.2% |
| Admin fee / account holder | $676 | $5,956-88.7% | $13,210-94.9% | $5,651-88.0% |