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 | $88,005 | $100,852-12.7% | $90,404-2.7% | $158,922-44.6% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 0.43% | 1724.20%-1723.8pp | 1293.02%-1292.6pp | 302.83%-302.4pp |
| Employer contribution / active EE | $1,631 | $3,689-55.8% | $3,262-50.0% | $4,761-65.7% |
| Participant deferral / active EE | $3,692 | $4,348-15.1% | $3,963-6.9% | $5,982-38.3% |
| Admin fee / account holder | $9,343 | $6,501+43.7% | $5,611+66.5% | $11,246-16.9% |