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 | $51,489 | $166,020-69.0% | $164,866-68.8% | $145,959-64.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 5.33% | 100.08%-94.8pp | 69.97%-64.6pp | 561.95%-556.6pp |
| Employer contribution / active EE | $2,123 | $5,275-59.8% | $4,343-51.1% | $4,661-54.5% |
| Participant deferral / active EE | $7,235 | $6,961+3.9% | $6,033+19.9% | $6,689+8.2% |
| Admin fee / account holder | $10,704 | $16,644-35.7% | $12,689-15.6% | $13,398-20.1% |