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 | $29,447 | $89,355-67.0% | $141,162-79.1% | $72,985-59.7% |
| Participation rate | 89.0% | 75.1%+13.9pp | 82.5%+6.6pp | 69.5%+19.6pp |
| Annual return | 14.77% | 111.85%-97.1pp | 71.39%-56.6pp | 81.00%-66.2pp |
| Employer contribution / active EE | $1,431 | $3,114-54.1% | $4,735-69.8% | $2,440-41.4% |
| Participant deferral / active EE | $3,030 | $5,418-44.1% | $6,709-54.8% | $3,607-16.0% |
| Admin fee / account holder | $2,103 | $5,958-64.7% | $10,261-79.5% | $5,124-59.0% |