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 | $112,033 | $71,057+57.7% | $93,654+19.6% | $80,874+38.5% |
| Participation rate | 72.0% | 60.4%+11.6pp | 68.7%+3.3pp | 67.6%+4.4pp |
| Annual return | 8.36% | 11.26%-2.9pp | 133.34%-125.0pp | 35.62%-27.3pp |
| Employer contribution / active EE | $1,785 | $1,564+14.1% | $2,421-26.3% | $2,756-35.2% |
| Participant deferral / active EE | $2,797 | $4,034-30.7% | $4,413-36.6% | $4,297-34.9% |
| Admin fee / account holder | $6,260 | $6,944-9.9% | $8,282-24.4% | $6,935-9.7% |