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 | $217,807 | $112,729+93.2% | $98,716+120.6% | $137,256+58.7% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.3%+0.7pp | 80.0%-10.0pp |
| Annual return | 8.53% | 38.48%-29.9pp | 31.81%-23.3pp | 220.34%-211.8pp |
| Employer contribution / active EE | $4,112 | $2,725+50.9% | $2,279+80.5% | $4,156-1.1% |
| Participant deferral / active EE | $10,812 | $4,640+133.0% | $4,048+167.1% | $6,407+68.8% |
| Admin fee / account holder | $2,706 | $10,129-73.3% | $8,703-68.9% | $12,270-77.9% |