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 6-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 | $115,369 | $112,096+2.9% | $95,952+20.2% | $158,922-27.4% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 3.33% | 171.09%-167.8pp | 91.61%-88.3pp | 302.83%-299.5pp |
| Employer contribution / active EE | $2,398 | $3,198-25.0% | $2,541-5.6% | $4,761-49.6% |
| Participant deferral / active EE | $11,598 | $4,784+142.4% | $4,167+178.3% | $5,982+93.9% |
| Admin fee / account holder | $96,579 | $10,130+853.4% | $6,795+1321.2% | $11,246+758.8% |