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 | $35,411 | $49,227-28.1% | $70,449-49.7% | $79,858-55.7% |
| Participation rate | 81.3% | 69.2%+12.1pp | 75.1%+6.2pp | 69.6%+11.6pp |
| Annual return | 3.88% | 30.06%-26.2pp | 109.03%-105.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $1,171 | $2,099-44.2% | $2,737-57.2% | $2,471-52.6% |
| Participant deferral / active EE | $2,218 | $2,768-19.9% | $3,709-40.2% | $3,740-40.7% |
| Admin fee / account holder | $1,987 | $2,878-31.0% | $3,845-48.3% | $5,306-62.6% |