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 | $140,359 | $76,552+83.4% | $123,892+13.3% | $62,891+123.2% |
| Participation rate | 95.9% | 73.0%+22.9pp | 81.4%+14.5pp | 69.3%+26.6pp |
| Annual return | -6.39% | 18.68%-25.1pp | 47.52%-53.9pp | 20.14%-26.5pp |
| Employer contribution / active EE | $6,732 | $2,883+133.6% | $4,617+45.8% | $2,281+195.2% |
| Participant deferral / active EE | $5,029 | $4,840+3.9% | $5,984-16.0% | $3,203+57.0% |
| Admin fee / account holder | $1,240 | $4,826-74.3% | $8,357-85.2% | $4,296-71.1% |