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 | $30,394 | $102,604-70.4% | $86,188-64.7% | $139,434-78.2% |
| Participation rate | 73.9% | 74.5%-0.6pp | 69.0%+5.0pp | 80.3%-6.4pp |
| Annual return | 3.47% | 1922.51%-1919.0pp | 1168.45%-1165.0pp | 372.94%-369.5pp |
| Employer contribution / active EE | $5,846 | $3,032+92.8% | $2,380+145.6% | $4,751+23.0% |
| Participant deferral / active EE | $2,609 | $4,676-44.2% | $3,985-34.5% | $6,710-61.1% |
| Admin fee / account holder | $670 | $8,657-92.3% | $6,852-90.2% | $11,403-94.1% |