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 | $114,798 | $60,124+90.9% | $90,404+27.0% | $79,858+43.8% |
| Participation rate | 95.1% | 65.0%+30.1pp | 72.7%+22.4pp | 69.6%+25.4pp |
| Annual return | 5.00% | 71.94%-66.9pp | 1293.02%-1288.0pp | 31.71%-26.7pp |
| Employer contribution / active EE | $917 | $2,068-55.7% | $3,262-71.9% | $2,471-62.9% |
| Participant deferral / active EE | $1,572 | $2,938-46.5% | $3,963-60.3% | $3,740-58.0% |
| Admin fee / account holder | $302 | $3,976-92.4% | $5,611-94.6% | $5,306-94.3% |