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 | $111,424 | $157,256-29.1% | $141,162-21.1% | $152,861-27.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 8.11% | 64.32%-56.2pp | 71.39%-63.3pp | 345.32%-337.2pp |
| Employer contribution / active EE | $11,811 | $5,261+124.5% | $4,735+149.4% | $4,762+148.0% |
| Participant deferral / active EE | $7,932 | $7,109+11.6% | $6,709+18.2% | $5,850+35.6% |
| Admin fee / account holder | $3,558 | $12,120-70.6% | $10,261-65.3% | $11,596-69.3% |