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 | $64,187 | $63,764+0.7% | $81,930-21.7% | $79,858-19.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 3.50% | 22.66%-19.2pp | 29.49%-26.0pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,180 | $1,795-34.3% | $4,310-72.6% | $2,471-52.3% |
| Participant deferral / active EE | $1,156 | $2,780-58.4% | $7,107-83.7% | $3,740-69.1% |
| Admin fee / account holder | $16,530 | $4,426+273.4% | $5,158+220.5% | $5,306+211.5% |