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 | $46,158 | $177,572-74.0% | $154,803-70.2% | $142,382-67.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 10.80% | 65.07%-54.3pp | 58.88%-48.1pp | 217.08%-206.3pp |
| Employer contribution / active EE | $1,697 | $4,810-64.7% | $4,305-60.6% | $4,299-60.5% |
| Participant deferral / active EE | $4,743 | $6,272-24.4% | $5,540-14.4% | $6,507-27.1% |
| Admin fee / account holder | $16,414 | $16,786-2.2% | $14,329+14.5% | $12,624+30.0% |