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 | $32,092 | $177,572-81.9% | $154,803-79.3% | $142,382-77.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | -2.02% | 65.07%-67.1pp | 58.88%-60.9pp | 217.08%-219.1pp |
| Employer contribution / active EE | $2,106 | $4,810-56.2% | $4,305-51.1% | $4,299-51.0% |
| Participant deferral / active EE | $3,185 | $6,272-49.2% | $5,540-42.5% | $6,507-51.1% |
| Admin fee / account holder | $438,153 | $16,786+2510.3% | $14,329+2957.8% | $12,624+3370.9% |