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 | $29,605 | $65,561-54.8% | $86,188-65.7% | $75,163-60.6% |
| Participation rate | 93.8% | 60.5%+33.3pp | 69.0%+24.8pp | 67.2%+26.6pp |
| Annual return | 11.17% | 46.05%-34.9pp | 1168.45%-1157.3pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,379 | $1,553-11.2% | $2,380-42.1% | $2,670-48.4% |
| Participant deferral / active EE | $2,068 | $3,024-31.6% | $3,985-48.1% | $4,125-49.9% |
| Admin fee / account holder | $3,146 | $5,474-42.5% | $6,852-54.1% | $5,651-44.3% |