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 | $87,457 | $58,828+48.7% | $77,999+12.1% | $62,891+39.1% |
| Participation rate | 87.2% | 71.1%+16.1pp | 75.5%+11.7pp | 69.3%+17.9pp |
| Annual return | -1.10% | 17.16%-18.3pp | 425.96%-427.1pp | 20.14%-21.2pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,230 | $2,686-54.2% | $3,497-64.8% | $3,203-61.6% |
| Admin fee / account holder | $13,020 | $4,393+196.4% | $5,480+137.6% | $4,296+203.1% |