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 | $59,254 | $153,772-61.5% | $133,980-55.8% | $273,961-78.4% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.1%+6.3pp | 83.0%+10.3pp |
| Annual return | -2.79% | 36.51%-39.3pp | 29.30%-32.1pp | 41.45%-44.2pp |
| Employer contribution / active EE | $3,000 | $6,029-50.2% | $5,211-42.4% | $4,869-38.4% |
| Participant deferral / active EE | $3,084 | $6,958-55.7% | $6,282-50.9% | $5,287-41.7% |
| Admin fee / account holder | $1,868 | $11,765-84.1% | $9,324-80.0% | $10,132-81.6% |