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 | $15,083 | $96,635-84.4% | $86,612-82.6% | $139,434-89.2% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 9.37% | 106.41%-97.0pp | 591.07%-581.7pp | 372.94%-363.6pp |
| Employer contribution / active EE | $1,412 | $3,263-56.7% | $3,022-53.3% | $4,751-70.3% |
| Participant deferral / active EE | $1,836 | $4,836-62.0% | $4,438-58.6% | $6,710-72.6% |
| Admin fee / account holder | $3,424 | $6,408-46.6% | $5,614-39.0% | $11,403-70.0% |