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 | $202,011 | $99,079+103.9% | $77,999+159.0% | $273,961-26.3% |
| Participation rate | 71.4% | 78.6%-7.1pp | 75.5%-4.1pp | 83.0%-11.6pp |
| Annual return | 0.12% | 217.93%-217.8pp | 425.96%-425.8pp | 41.45%-41.3pp |
| Employer contribution / active EE | $1,039 | $3,308-68.6% | $2,470-57.9% | $4,869-78.7% |
| Participant deferral / active EE | $8,257 | $4,306+91.7% | $3,497+136.1% | $5,287+56.2% |
| Admin fee / account holder | $6,922 | $8,954-22.7% | $5,480+26.3% | $10,132-31.7% |