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 | $36,691 | $115,770-68.3% | $101,248-63.8% | $158,922-76.9% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 4.36% | 56.14%-51.8pp | 46.47%-42.1pp | 302.83%-298.5pp |
| Employer contribution / active EE | $1,775 | $4,175-57.5% | $3,660-51.5% | $4,761-62.7% |
| Participant deferral / active EE | $3,382 | $4,957-31.8% | $4,370-22.6% | $5,982-43.5% |
| Admin fee / account holder | $37,320 | $7,245+415.1% | $5,945+527.7% | $11,246+231.9% |