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 | $48,173 | $160,055-69.9% | $140,016-65.6% | $135,375-64.4% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -13.76% | 911.38%-925.1pp | 651.12%-664.9pp | 519.73%-533.5pp |
| Employer contribution / active EE | $2,906 | $6,420-54.7% | $5,606-48.2% | $4,779-39.2% |
| Participant deferral / active EE | $11,947 | $7,642+56.3% | $6,927+72.5% | $5,609+113.0% |
| Admin fee / account holder | $567 | $13,328-95.7% | $10,705-94.7% | $10,827-94.8% |