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 | $205,435 | $102,828+99.8% | $105,387+94.9% | $152,861+34.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 2.66% | 20.85%-18.2pp | 26.82%-24.2pp | 345.32%-342.7pp |
| Employer contribution / active EE | $3,454 | $4,473-22.8% | $4,213-18.0% | $4,762-27.5% |
| Participant deferral / active EE | $9,241 | $5,465+69.1% | $5,502+68.0% | $5,850+58.0% |
| Admin fee / account holder | $682 | $8,683-92.1% | $6,559-89.6% | $11,596-94.1% |