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 | $98,935 | $65,409+51.3% | $98,442+0.5% | $85,850+15.2% |
| Participation rate | 98.5% | 65.0%+33.5pp | 73.3%+25.2pp | 69.3%+29.2pp |
| Annual return | 3.03% | 21.76%-18.7pp | 1492.73%-1489.7pp | 318.53%-315.5pp |
| Employer contribution / active EE | $3,142 | $2,168+44.9% | $2,960+6.1% | $2,565+22.5% |
| Participant deferral / active EE | $4,654 | $3,166+47.0% | $4,276+8.8% | $3,952+17.8% |
| Admin fee / account holder | $2,724 | $4,593-40.7% | $5,949-54.2% | $6,260-56.5% |