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 | $95,719 | $102,317-6.4% | $146,958-34.9% | $80,856+18.4% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 10.27% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,222 | $3,713-40.2% | $4,933-55.0% | $2,755-19.3% |
| Participant deferral / active EE | $3,234 | $6,644-51.3% | $8,070-59.9% | $4,296-24.7% |
| Admin fee / account holder | $41,034 | $7,941+416.7% | $12,998+215.7% | $6,918+493.2% |