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 | $46,205 | $100,852-54.2% | $90,404-48.9% | $158,922-70.9% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | -8.25% | 1724.20%-1732.5pp | 1293.02%-1301.3pp | 302.83%-311.1pp |
| Employer contribution / active EE | $1,678 | $3,689-54.5% | $3,262-48.6% | $4,761-64.8% |
| Participant deferral / active EE | $5,580 | $4,348+28.3% | $3,963+40.8% | $5,982-6.7% |
| Admin fee / account holder | $451 | $6,501-93.1% | $5,611-92.0% | $11,246-96.0% |