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 | $33,672 | $77,899-56.8% | $149,673-77.5% | $75,163-55.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.81% | 31.72%-22.9pp | 134.42%-125.6pp | 160.62%-151.8pp |
| Employer contribution / active EE | $1,755 | $3,137-44.1% | $4,818-63.6% | $2,670-34.3% |
| Participant deferral / active EE | $4,027 | $3,411+18.1% | $5,680-29.1% | $4,125-2.4% |
| Admin fee / account holder | $585 | $5,956-90.2% | $13,210-95.6% | $5,651-89.6% |