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 | $41,618 | $202,318-79.4% | $172,739-75.9% | $152,861-72.8% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 2.15% | 1029.65%-1027.5pp | 802.84%-800.7pp | 345.32%-343.2pp |
| Employer contribution / active EE | $2,040 | $5,856-65.2% | $5,143-60.3% | $4,762-57.2% |
| Participant deferral / active EE | $2,457 | $5,948-58.7% | $5,198-52.7% | $5,850-58.0% |
| Admin fee / account holder | $9,779 | $17,109-42.8% | $13,954-29.9% | $11,596-15.7% |