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 | $131,811 | $183,519-28.2% | $155,509-15.2% | $145,922-9.7% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 6.63% | 61.17%-54.5pp | 64.67%-58.0pp | 561.29%-554.7pp |
| Employer contribution / active EE | $4,212 | $5,313-20.7% | $4,672-9.9% | $4,660-9.6% |
| Participant deferral / active EE | $6,137 | $6,462-5.0% | $5,626+9.1% | $6,688-8.2% |
| Admin fee / account holder | $32,150 | $19,313+66.5% | $15,912+102.1% | $13,397+140.0% |