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 | $122,951 | $169,032-27.3% | $129,207-4.8% | $145,922-15.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 4.27% | 14330.11%-14325.8pp | 9417.33%-9413.1pp | 561.29%-557.0pp |
| Employer contribution / active EE | $1,157 | $5,537-79.1% | $4,153-72.1% | $4,660-75.2% |
| Participant deferral / active EE | $1,417 | $4,987-71.6% | $4,168-66.0% | $6,688-78.8% |
| Admin fee / account holder | $3,647 | $9,954-63.4% | $7,715-52.7% | $13,397-72.8% |