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 | $203,607 | $102,616+98.4% | $81,983+148.4% | $158,922+28.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 3.62% | 61.04%-57.4pp | 41.31%-37.7pp | 302.83%-299.2pp |
| Employer contribution / active EE | $2,435 | $3,240-24.9% | $2,498-2.5% | $4,761-48.9% |
| Participant deferral / active EE | $25,900 | $4,648+457.2% | $3,722+595.8% | $5,982+333.0% |
| Admin fee / account holder | $3,365 | $8,235-59.1% | $5,664-40.6% | $11,246-70.1% |