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 | $60,426 | $58,828+2.7% | $77,999-22.5% | $62,891-3.9% |
| Participation rate | 83.8% | 71.1%+12.7pp | 75.5%+8.3pp | 69.3%+14.5pp |
| Annual return | 2.87% | 17.16%-14.3pp | 425.96%-423.1pp | 20.14%-17.3pp |
| Employer contribution / active EE | $865 | $1,672-48.3% | $2,470-65.0% | $2,281-62.1% |
| Participant deferral / active EE | $1,858 | $2,686-30.8% | $3,497-46.9% | $3,203-42.0% |
| Admin fee / account holder | $18,362 | $4,393+318.0% | $5,480+235.0% | $4,296+327.5% |