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 | $56,102 | $99,020-43.3% | $86,590-35.2% | $147,584-62.0% |
| Participation rate | 76.2% | 76.3%-0.2pp | 73.5%+2.6pp | 82.8%-6.6pp |
| Annual return | 7.78% | 1312.34%-1304.6pp | 964.84%-957.1pp | 578.55%-570.8pp |
| Employer contribution / active EE | $1,490 | $3,132-52.4% | $2,839-47.5% | $4,876-69.4% |
| Participant deferral / active EE | $4,321 | $3,972+8.8% | $3,609+19.7% | $5,439-20.6% |
| Admin fee / account holder | $21,273 | $5,710+272.5% | $4,906+333.6% | $10,885+95.4% |