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 | $46,495 | $89,753-48.2% | $107,525-56.8% | $84,808-45.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.71% | 29.48%-16.8pp | 181.32%-168.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $3,680 | $3,113+18.2% | $3,754-2.0% | $2,631+39.9% |
| Participant deferral / active EE | $7,481 | $4,056+84.4% | $5,116+46.2% | $4,212+77.6% |
| Admin fee / account holder | $2,168 | $7,222-70.0% | $8,919-75.7% | $7,344-70.5% |