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 | $117,763 | $201,272-41.5% | $184,203-36.1% | $145,922-19.3% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 5.44% | 29.00%-23.6pp | 28.81%-23.4pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,791 | $7,022-74.5% | $6,427-72.1% | $4,660-61.6% |
| Participant deferral / active EE | $10,946 | $9,806+11.6% | $9,131+19.9% | $6,688+63.7% |
| Admin fee / account holder | $8,156 | $16,364-50.2% | $13,901-41.3% | $13,397-39.1% |