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 | $33,977 | $57,281-40.7% | $86,612-60.8% | $75,163-54.8% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 11.98% | 2670.75%-2658.8pp | 591.07%-579.1pp | 160.62%-148.6pp |
| Employer contribution / active EE | $2,349 | $2,314+1.5% | $3,022-22.3% | $2,670-12.0% |
| Participant deferral / active EE | $3,548 | $3,318+7.0% | $4,438-20.0% | $4,125-14.0% |
| Admin fee / account holder | $7,405 | $4,112+80.1% | $5,614+31.9% | $5,651+31.0% |