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 | $54,619 | $48,795+11.9% | $65,493-16.6% | $84,808-35.6% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 10.01% | 20.20%-10.2pp | 982.45%-972.4pp | 40.90%-30.9pp |
| Employer contribution / active EE | $3,836 | $1,930+98.8% | $2,574+49.0% | $2,631+45.8% |
| Participant deferral / active EE | $3,623 | $2,928+23.7% | $3,961-8.5% | $4,212-14.0% |
| Admin fee / account holder | $1,258 | $3,877-67.6% | $5,028-75.0% | $7,344-82.9% |