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 | $20,797 | $88,751-76.6% | $81,812-74.6% | $145,922-85.7% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | -0.38% | 1025.40%-1025.8pp | 773.79%-774.2pp | 561.29%-561.7pp |
| Employer contribution / active EE | $350 | $3,083-88.6% | $2,912-88.0% | $4,660-92.5% |
| Participant deferral / active EE | $0 | $4,643-100.0% | $4,319-100.0% | $6,688-100.0% |
| Admin fee / account holder | $32,781 | $8,415+289.5% | $7,386+343.8% | $13,397+144.7% |