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 | $62,387 | $96,635-35.4% | $86,612-28.0% | $139,434-55.3% |
| Participation rate | 95.0% | 74.4%+20.6pp | 71.7%+23.3pp | 80.3%+14.7pp |
| Annual return | 4.61% | 106.41%-101.8pp | 591.07%-586.5pp | 372.94%-368.3pp |
| Employer contribution / active EE | $666 | $3,263-79.6% | $3,022-78.0% | $4,751-86.0% |
| Participant deferral / active EE | $4,018 | $4,836-16.9% | $4,438-9.4% | $6,710-40.1% |
| Admin fee / account holder | $580 | $6,408-90.9% | $5,614-89.7% | $11,403-94.9% |