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 7-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 | $58,608 | $91,190-35.7% | $178,490-67.2% | $79,858-26.6% |
| Participation rate | 84.0% | 69.2%+14.8pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 9.36% | 24.19%-14.8pp | 151.07%-141.7pp | 31.71%-22.4pp |
| Employer contribution / active EE | $1,809 | $3,256-44.4% | $5,011-63.9% | $2,471-26.8% |
| Participant deferral / active EE | $4,480 | $3,236+38.4% | $5,202-13.9% | $3,740+19.8% |
| Admin fee / account holder | $1,323 | $6,751-80.4% | $13,984-90.5% | $5,306-75.1% |