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 | $60,830 | $45,035+35.1% | $62,995-3.4% | $70,131-13.3% |
| Participation rate | 74.2% | 69.5%+4.7pp | 74.8%-0.6pp | 69.5%+4.7pp |
| Annual return | 8.03% | 18.76%-10.7pp | 87.57%-79.5pp | 73.14%-65.1pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,249 | $2,465+153.5% | $3,329+87.7% | $3,332+87.5% |
| Admin fee / account holder | $51,650 | $2,834+1722.3% | $3,600+1334.7% | $4,645+1011.9% |