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 | $114,973 | $105,181+9.3% | $159,436-27.9% | $85,850+33.9% |
| Participation rate | 80.8% | 75.8%+5.0pp | 82.8%-2.1pp | 69.3%+11.5pp |
| Annual return | 7.52% | 45.07%-37.6pp | 263.57%-256.0pp | 318.53%-311.0pp |
| Employer contribution / active EE | $6,834 | $3,318+106.0% | $4,829+41.5% | $2,565+166.4% |
| Participant deferral / active EE | $2,732 | $5,945-54.0% | $7,352-62.8% | $3,952-30.9% |
| Admin fee / account holder | $2,562 | $6,933-63.0% | $10,799-76.3% | $6,260-59.1% |