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 | $39,979 | $59,101-32.4% | $77,163-48.2% | $75,163-46.8% |
| Participation rate | 88.9% | 63.9%+25.0pp | 69.6%+19.3pp | 67.2%+21.7pp |
| Annual return | 12.20% | 26.71%-14.5pp | 37.87%-25.7pp | 160.62%-148.4pp |
| Employer contribution / active EE | $874 | $1,995-56.2% | $2,535-65.5% | $2,670-67.3% |
| Participant deferral / active EE | $1,532 | $2,999-48.9% | $3,833-60.0% | $4,125-62.9% |
| Admin fee / account holder | $683 | $4,774-85.7% | $5,472-87.5% | $5,651-87.9% |