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 5-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 | $20,613 | $111,814-81.6% | $93,654-78.0% | $145,959-85.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.56% | 203.30%-198.7pp | 133.34%-128.8pp | 561.95%-557.4pp |
| Employer contribution / active EE | $1,380 | $3,092-55.3% | $2,421-43.0% | $4,661-70.4% |
| Participant deferral / active EE | $7,815 | $4,914+59.0% | $4,413+77.1% | $6,689+16.8% |
| Admin fee / account holder | $28,097 | $10,246+174.2% | $8,282+239.2% | $13,398+109.7% |