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 | $69,444 | $58,208+19.3% | $81,812-15.1% | $80,856-14.1% |
| Participation rate | 73.8% | 63.4%+10.4pp | 72.3%+1.5pp | 67.6%+6.2pp |
| Annual return | 0.31% | 41.66%-41.3pp | 773.79%-773.5pp | 35.59%-35.3pp |
| Employer contribution / active EE | $949 | $2,340-59.5% | $2,912-67.4% | $2,755-65.6% |
| Participant deferral / active EE | $1,271 | $3,281-61.3% | $4,319-70.6% | $4,296-70.4% |
| Admin fee / account holder | $8,181 | $4,981+64.2% | $7,386+10.8% | $6,918+18.3% |