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 | $136,356 | $159,901-14.7% | $146,958-7.2% | $145,922-6.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 7.34% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,934 | $5,286-63.4% | $4,933-60.8% | $4,660-58.5% |
| Participant deferral / active EE | $7,736 | $8,428-8.2% | $8,070-4.1% | $6,688+15.7% |
| Admin fee / account holder | $141,442 | $15,044+840.2% | $12,998+988.2% | $13,397+955.8% |