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 | $115,712 | $117,841-1.8% | $102,423+13.0% | $145,922-20.7% |
| Participation rate | 84.6% | 78.6%+6.0pp | 76.5%+8.1pp | 80.3%+4.3pp |
| Annual return | 7.91% | 31.65%-23.7pp | 29.32%-21.4pp | 561.29%-553.4pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,250 | $5,731-43.3% | $5,053-35.7% | $6,688-51.4% |
| Admin fee / account holder | $28,608 | $13,326+114.7% | $9,451+202.7% | $13,397+113.5% |