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 | $128,502 | $85,022+51.1% | $70,515+82.2% | $139,434-7.8% |
| Participation rate | 85.7% | 73.9%+11.8pp | 68.3%+17.4pp | 80.3%+5.4pp |
| Annual return | 9.74% | 30.38%-20.6pp | 32.77%-23.0pp | 372.94%-363.2pp |
| Employer contribution / active EE | $2,847 | $3,909-27.2% | $2,973-4.3% | $4,751-40.1% |
| Participant deferral / active EE | $6,698 | $5,890+13.7% | $4,567+46.7% | $6,710-0.2% |
| Admin fee / account holder | $13,925 | $8,906+56.4% | $6,412+117.2% | $11,403+22.1% |