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 | $37,672 | $57,281-34.2% | $86,612-56.5% | $75,163-49.9% |
| Participation rate | 83.1% | 63.2%+19.9pp | 71.7%+11.4pp | 67.2%+15.9pp |
| Annual return | 10.91% | 2670.75%-2659.8pp | 591.07%-580.2pp | 160.62%-149.7pp |
| Employer contribution / active EE | $707 | $2,314-69.5% | $3,022-76.6% | $2,670-73.5% |
| Participant deferral / active EE | $1,538 | $3,318-53.6% | $4,438-65.3% | $4,125-62.7% |
| Admin fee / account holder | $1,219 | $4,112-70.4% | $5,614-78.3% | $5,651-78.4% |