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 | $97,091 | $88,751+9.4% | $81,812+18.7% | $145,922-33.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 9.35% | 1025.40%-1016.1pp | 773.79%-764.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,204 | $3,083-60.9% | $2,912-58.7% | $4,660-74.2% |
| Participant deferral / active EE | $4,657 | $4,643+0.3% | $4,319+7.8% | $6,688-30.4% |
| Admin fee / account holder | $1,096 | $8,415-87.0% | $7,386-85.2% | $13,397-91.8% |