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 | $90,651 | $165,984-45.4% | $164,813-45.0% | $145,922-37.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.6%-8.6pp | 80.3%-10.3pp |
| Annual return | 8.05% | 100.03%-92.0pp | 69.93%-61.9pp | 561.29%-553.2pp |
| Employer contribution / active EE | $2,073 | $5,273-60.7% | $4,341-52.2% | $4,660-55.5% |
| Participant deferral / active EE | $4,146 | $6,959-40.4% | $6,031-31.3% | $6,688-38.0% |
| Admin fee / account holder | $42,760 | $16,648+156.8% | $12,690+237.0% | $13,397+219.2% |