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 7-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 | $15,081 | $74,888-79.9% | $71,209-78.8% | $142,382-89.4% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 12.07% | 345.14%-333.1pp | 282.51%-270.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,508 | $2,854-47.2% | $2,721-44.6% | $4,299-64.9% |
| Participant deferral / active EE | $5,336 | $4,454+19.8% | $4,175+27.8% | $6,507-18.0% |
| Admin fee / account holder | $370 | $5,568-93.4% | $5,349-93.1% | $12,624-97.1% |