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 | $51,850 | $209,411-75.2% | $178,490-71.0% | $158,922-67.4% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 2.06% | 188.75%-186.7pp | 151.07%-149.0pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,728 | $5,706-69.7% | $5,011-65.5% | $4,761-63.7% |
| Participant deferral / active EE | $7,664 | $5,954+28.7% | $5,202+47.3% | $5,982+28.1% |
| Admin fee / account holder | $12,609 | $17,074-26.2% | $13,984-9.8% | $11,246+12.1% |