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 | $63,108 | $152,587-58.6% | $125,175-49.6% | $152,861-58.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 1.38% | 54.84%-53.5pp | 43.79%-42.4pp | 345.32%-343.9pp |
| Employer contribution / active EE | $2,352 | $4,946-52.4% | $3,865-39.2% | $4,762-50.6% |
| Participant deferral / active EE | $5,190 | $5,868-11.6% | $4,937+5.1% | $5,850-11.3% |
| Admin fee / account holder | $971 | $13,434-92.8% | $9,702-90.0% | $11,596-91.6% |