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 | $67,512 | $76,407-11.6% | $150,298-55.1% | $82,448-18.1% |
| Participation rate | 88.7% | 66.4%+22.3pp | 77.8%+10.9pp | 68.1%+20.6pp |
| Annual return | 8.85% | 39.99%-31.1pp | 62.79%-53.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $6,541 | $2,614+150.2% | $4,154+57.5% | $2,551+156.4% |
| Participant deferral / active EE | $4,798 | $3,214+49.3% | $5,453-12.0% | $4,139+15.9% |
| Admin fee / account holder | $56,098 | $6,352+783.2% | $14,116+297.4% | $7,234+675.4% |