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 | $38,028 | $99,957-62.0% | $149,696-74.6% | $73,488-48.3% |
| Participation rate | 83.3% | 75.7%+7.6pp | 82.5%+0.9pp | 70.7%+12.7pp |
| Annual return | 13.07% | 53.87%-40.8pp | 276.60%-263.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,382 | $6,073-44.3% | $6,842-50.6% | $3,740-9.6% |
| Admin fee / account holder | $555 | $551+0.8% | $9,309-94.0% | $513+8.2% |