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 | $26,560 | $84,233-68.5% | $170,442-84.4% | $70,131-62.1% |
| Participation rate | 73.1% | 70.8%+2.2pp | 83.6%-10.5pp | 69.5%+3.5pp |
| Annual return | 10.11% | 23.06%-13.0pp | 205.93%-195.8pp | 73.14%-63.0pp |
| Employer contribution / active EE | $1,662 | $3,387-50.9% | $5,433-69.4% | $2,342-29.1% |
| Participant deferral / active EE | $1,931 | $3,086-37.4% | $4,939-60.9% | $3,332-42.1% |
| Admin fee / account holder | $3,816 | $5,698-33.0% | $13,880-72.5% | $4,645-17.9% |