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 | $13,626 | $77,899-82.5% | $149,673-90.9% | $75,163-81.9% |
| Participation rate | 81.8% | 65.6%+16.2pp | 78.8%+3.1pp | 67.2%+14.6pp |
| Annual return | 10.95% | 31.72%-20.8pp | 134.42%-123.5pp | 160.62%-149.7pp |
| Employer contribution / active EE | $635 | $3,137-79.8% | $4,818-86.8% | $2,670-76.2% |
| Participant deferral / active EE | $2,049 | $3,411-39.9% | $5,680-63.9% | $4,125-50.3% |
| Admin fee / account holder | $2,029 | $5,956-65.9% | $13,210-84.6% | $5,651-64.1% |