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 | $34,603 | $88,751-61.0% | $81,812-57.7% | $145,922-76.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 2.18% | 1025.40%-1023.2pp | 773.79%-771.6pp | 561.29%-559.1pp |
| Employer contribution / active EE | $915 | $3,083-70.3% | $2,912-68.6% | $4,660-80.4% |
| Participant deferral / active EE | $1,220 | $4,643-73.7% | $4,319-71.8% | $6,688-81.8% |
| Admin fee / account holder | $4,414 | $8,415-47.5% | $7,386-40.2% | $13,397-67.0% |