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 | $69,297 | $103,376-33.0% | $87,100-20.4% | $152,861-54.7% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.9%+15.4pp | 82.4%+9.9pp |
| Annual return | 9.08% | 28.10%-19.0pp | 28.19%-19.1pp | 345.32%-336.2pp |
| Employer contribution / active EE | $2,678 | $3,220-16.9% | $2,521+6.2% | $4,762-43.8% |
| Participant deferral / active EE | $4,136 | $4,778-13.4% | $4,049+2.2% | $5,850-29.3% |
| Admin fee / account holder | $27,980 | $12,205+129.2% | $7,497+273.2% | $11,596+141.3% |