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 3-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 | $29,518 | $57,281-48.5% | $86,612-65.9% | $75,163-60.7% |
| Participation rate | 83.3% | 63.2%+20.1pp | 71.7%+11.6pp | 67.2%+16.1pp |
| Annual return | 5.29% | 2670.75%-2665.5pp | 591.07%-585.8pp | 160.62%-155.3pp |
| Employer contribution / active EE | $1,048 | $2,314-54.7% | $3,022-65.3% | $2,670-60.8% |
| Participant deferral / active EE | $6,175 | $3,318+86.1% | $4,438+39.1% | $4,125+49.7% |
| Admin fee / account holder | $3,740 | $4,112-9.0% | $5,614-33.4% | $5,651-33.8% |