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 | $47,021 | $56,199-16.3% | $67,652-30.5% | $59,632-21.1% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -3.69% | 18505.31%-18509.0pp | 6625.04%-6628.7pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $845 | $1,614-47.7% | $2,266-62.7% | $2,203-61.6% |
| Participant deferral / active EE | $3,807 | $2,844+33.9% | $3,560+6.9% | $3,192+19.3% |
| Admin fee / account holder | $8,546 | $3,958+115.9% | $4,821+77.3% | $4,297+98.9% |