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 | $30,177 | $70,475-57.2% | $100,516-70.0% | $79,858-62.2% |
| Participation rate | 87.0% | 73.7%+13.3pp | 79.4%+7.6pp | 69.6%+17.3pp |
| Annual return | 10.49% | 21.90%-11.4pp | 30.89%-20.4pp | 31.71%-21.2pp |
| Employer contribution / active EE | $485 | $2,165-77.6% | $3,418-85.8% | $2,471-80.4% |
| Participant deferral / active EE | $2,717 | $5,181-47.6% | $6,270-56.7% | $3,740-27.3% |
| Admin fee / account holder | $1,366 | $4,478-69.5% | $8,081-83.1% | $5,306-74.3% |