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 | $19,610 | $106,515-81.6% | $96,683-79.7% | $139,434-85.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 6.70% | 38.43%-31.7pp | 35.69%-29.0pp | 372.94%-366.2pp |
| Employer contribution / active EE | $1,368 | $4,103-66.7% | $3,737-63.4% | $4,751-71.2% |
| Participant deferral / active EE | $8,113 | $5,454+48.8% | $4,878+66.3% | $6,710+20.9% |
| Admin fee / account holder | $24,470 | $7,877+210.6% | $6,730+263.6% | $11,403+114.6% |