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 | $111,840 | $77,899+43.6% | $149,673-25.3% | $75,163+48.8% |
| Participation rate | 87.1% | 65.6%+21.5pp | 78.8%+8.3pp | 67.2%+19.9pp |
| Annual return | 12.04% | 31.72%-19.7pp | 134.42%-122.4pp | 160.62%-148.6pp |
| Employer contribution / active EE | $1,571 | $3,137-49.9% | $4,818-67.4% | $2,670-41.2% |
| Participant deferral / active EE | $6,687 | $3,411+96.0% | $5,680+17.7% | $4,125+62.1% |
| Admin fee / account holder | $9,969 | $5,956+67.4% | $13,210-24.5% | $5,651+76.4% |