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 | $65,227 | $81,248-19.7% | $155,509-58.1% | $80,856-19.3% |
| Participation rate | 75.7% | 66.2%+9.4pp | 78.2%-2.5pp | 67.6%+8.0pp |
| Annual return | 8.15% | 33.31%-25.2pp | 64.67%-56.5pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,891 | $3,100-39.0% | $4,672-59.5% | $2,755-31.4% |
| Participant deferral / active EE | $4,248 | $3,452+23.1% | $5,626-24.5% | $4,296-1.1% |
| Admin fee / account holder | $44,928 | $7,997+461.8% | $15,912+182.4% | $6,918+549.4% |