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 3-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 | $56,891 | $106,584-46.6% | $101,326-43.9% | $142,382-60.0% |
| Participation rate | 77.8% | 82.7%-4.9pp | 81.5%-3.7pp | 80.1%-2.3pp |
| Annual return | 12.22% | 36.93%-24.7pp | 36.82%-24.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $6,164 | $3,956+55.8% | $3,665+68.2% | $4,299+43.4% |
| Participant deferral / active EE | $11,771 | $8,297+41.9% | $7,994+47.3% | $6,507+80.9% |
| Admin fee / account holder | $22,096 | $11,446+93.0% | $11,185+97.6% | $12,624+75.0% |