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 | $33,906 | $56,054-39.5% | $171,082-80.2% | $62,891-46.1% |
| Participation rate | 89.8% | 62.9%+26.9pp | 76.7%+13.1pp | 69.3%+20.5pp |
| Annual return | 3.72% | 22.52%-18.8pp | 32.56%-28.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $1,307 | $1,731-24.5% | $4,002-67.3% | $2,281-42.7% |
| Participant deferral / active EE | $3,041 | $3,158-3.7% | $4,797-36.6% | $3,203-5.1% |
| Admin fee / account holder | $26,264 | $3,647+620.2% | $8,520+208.3% | $4,296+511.4% |