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 | $106,826 | $89,355+19.6% | $141,162-24.3% | $72,985+46.4% |
| Participation rate | 91.1% | 75.1%+16.0pp | 82.5%+8.6pp | 69.5%+21.6pp |
| Annual return | 17.14% | 111.85%-94.7pp | 71.39%-54.2pp | 81.00%-63.9pp |
| Employer contribution / active EE | $8,145 | $3,114+161.5% | $4,735+72.0% | $2,440+233.8% |
| Participant deferral / active EE | $7,444 | $5,418+37.4% | $6,709+11.0% | $3,607+106.4% |
| Admin fee / account holder | $4,898 | $5,958-17.8% | $10,261-52.3% | $5,124-4.4% |