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 | $74,890 | $81,248-7.8% | $155,509-51.8% | $80,856-7.4% |
| Participation rate | 98.0% | 66.2%+31.7pp | 78.2%+19.8pp | 67.6%+30.3pp |
| Annual return | 0.04% | 33.31%-33.3pp | 64.67%-64.6pp | 35.59%-35.6pp |
| Employer contribution / active EE | $4,996 | $3,100+61.2% | $4,672+6.9% | $2,755+81.4% |
| Participant deferral / active EE | $3,882 | $3,452+12.5% | $5,626-31.0% | $4,296-9.6% |
| Admin fee / account holder | $5,805 | $7,997-27.4% | $15,912-63.5% | $6,918-16.1% |