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 | $57,071 | $165,984-65.6% | $164,813-65.4% | $145,922-60.9% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.6%+5.6pp | 80.3%+3.9pp |
| Annual return | 4.78% | 100.03%-95.3pp | 69.93%-65.1pp | 561.29%-556.5pp |
| Employer contribution / active EE | $5,973 | $5,273+13.3% | $4,341+37.6% | $4,660+28.2% |
| Participant deferral / active EE | $3,931 | $6,959-43.5% | $6,031-34.8% | $6,688-41.2% |
| Admin fee / account holder | $1,828 | $16,648-89.0% | $12,690-85.6% | $13,397-86.4% |