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 | $35,198 | $181,894-80.6% | $156,549-77.5% | $273,961-87.2% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 0.36% | 30.74%-30.4pp | 32.23%-31.9pp | 41.45%-41.1pp |
| Employer contribution / active EE | $2,335 | $6,248-62.6% | $5,501-57.5% | $4,869-52.0% |
| Participant deferral / active EE | $12,571 | $5,550+126.5% | $4,871+158.1% | $5,287+137.8% |
| Admin fee / account holder | $34,784 | $15,559+123.6% | $13,027+167.0% | $10,132+243.3% |