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 | $65,261 | $88,751-26.5% | $81,812-20.2% | $145,922-55.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 6.65% | 1025.40%-1018.7pp | 773.79%-767.1pp | 561.29%-554.6pp |
| Employer contribution / active EE | $1,504 | $3,083-51.2% | $2,912-48.4% | $4,660-67.7% |
| Participant deferral / active EE | $6,105 | $4,643+31.5% | $4,319+41.4% | $6,688-8.7% |
| Admin fee / account holder | $24,786 | $8,415+194.5% | $7,386+235.6% | $13,397+85.0% |