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 | $164,417 | $115,882+41.9% | $100,516+63.6% | $158,922+3.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 0.47% | 34.79%-34.3pp | 30.89%-30.4pp | 302.83%-302.4pp |
| Employer contribution / active EE | $3,095 | $4,103-24.6% | $3,418-9.4% | $4,761-35.0% |
| Participant deferral / active EE | $15,141 | $6,674+126.9% | $6,270+141.5% | $5,982+153.1% |
| Admin fee / account holder | $44,905 | $10,995+308.4% | $8,081+455.7% | $11,246+299.3% |