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 | $60,969 | $100,852-39.5% | $90,404-32.6% | $158,922-61.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 1.03% | 1724.20%-1723.2pp | 1293.02%-1292.0pp | 302.83%-301.8pp |
| Employer contribution / active EE | $7,111 | $3,689+92.8% | $3,262+118.0% | $4,761+49.4% |
| Participant deferral / active EE | $10,748 | $4,348+147.2% | $3,963+171.2% | $5,982+79.7% |
| Admin fee / account holder | $21,680 | $6,501+233.5% | $5,611+286.4% | $11,246+92.8% |