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 | $103,131 | $71,057+45.1% | $93,654+10.1% | $80,874+27.5% |
| Participation rate | 89.6% | 60.4%+29.2pp | 68.7%+20.9pp | 67.6%+21.9pp |
| Annual return | 9.27% | 11.26%-2.0pp | 133.34%-124.1pp | 35.62%-26.4pp |
| Employer contribution / active EE | $2,530 | $1,564+61.8% | $2,421+4.5% | $2,756-8.2% |
| Participant deferral / active EE | $7,225 | $4,034+79.1% | $4,413+63.7% | $4,297+68.1% |
| Admin fee / account holder | $19,505 | $6,944+180.9% | $8,282+135.5% | $6,935+181.3% |