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 | $109,010 | $159,901-31.8% | $146,958-25.8% | $145,922-25.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 4.02% | 98.13%-94.1pp | 418.34%-414.3pp | 561.29%-557.3pp |
| Employer contribution / active EE | $2,698 | $5,286-49.0% | $4,933-45.3% | $4,660-42.1% |
| Participant deferral / active EE | $10,778 | $8,428+27.9% | $8,070+33.6% | $6,688+61.2% |
| Admin fee / account holder | $32,304 | $15,044+114.7% | $12,998+148.5% | $13,397+141.1% |