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 | $31,864 | $58,694-45.7% | $142,863-77.7% | $85,850-62.9% |
| Participation rate | 89.7% | 58.5%+31.2pp | 71.9%+17.8pp | 69.3%+20.4pp |
| Annual return | 7.72% | 27.72%-20.0pp | 5637.54%-5629.8pp | 318.53%-310.8pp |
| Employer contribution / active EE | $372 | $1,423-73.9% | $4,144-91.0% | $2,565-85.5% |
| Participant deferral / active EE | $1,046 | $2,607-59.9% | $3,837-72.7% | $3,952-73.5% |
| Admin fee / account holder | $28,017 | $4,239+560.9% | $6,560+327.1% | $6,260+347.6% |