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 | $34,229 | $81,248-57.9% | $155,509-78.0% | $80,856-57.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.24% | 33.31%-25.1pp | 64.67%-56.4pp | 35.59%-27.4pp |
| Employer contribution / active EE | $5,552 | $3,100+79.1% | $4,672+18.8% | $2,755+101.5% |
| Participant deferral / active EE | $1,968 | $3,452-43.0% | $5,626-65.0% | $4,296-54.2% |
| Admin fee / account holder | $1,530 | $7,997-80.9% | $15,912-90.4% | $6,918-77.9% |