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 | $31,328 | $29,319+6.9% | $52,425-40.2% | $82,448-62.0% |
| Participation rate | 81.8% | 46.9%+35.0pp | 55.6%+26.2pp | 68.1%+13.8pp |
| Annual return | 9.40% | 535.20%-525.8pp | 302.12%-292.7pp | 41.64%-32.2pp |
| Employer contribution / active EE | $1,469 | $586+150.6% | $914+60.7% | $2,551-42.4% |
| Participant deferral / active EE | $2,014 | $1,171+71.9% | $1,790+12.5% | $4,139-51.4% |
| Admin fee / account holder | $724 | $1,962-63.1% | $2,495-71.0% | $7,234-90.0% |