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 | $89,558 | $112,881-20.7% | $90,951-1.5% | $158,922-43.6% |
| Participation rate | 88.2% | 74.7%+13.5pp | 69.0%+19.2pp | 82.0%+6.3pp |
| Annual return | 2.98% | 215.79%-212.8pp | 134.60%-131.6pp | 302.83%-299.8pp |
| Employer contribution / active EE | $7,034 | $2,893+143.1% | $2,122+231.5% | $4,761+47.7% |
| Participant deferral / active EE | $3,585 | $4,128-13.1% | $3,373+6.3% | $5,982-40.1% |
| Admin fee / account holder | $6,587 | $8,041-18.1% | $5,959+10.6% | $11,246-41.4% |