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 | $101,571 | $89,355+13.7% | $141,162-28.0% | $72,985+39.2% |
| Participation rate | 95.5% | 75.1%+20.3pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 16.83% | 111.85%-95.0pp | 71.39%-54.6pp | 81.00%-64.2pp |
| Employer contribution / active EE | $4,314 | $3,114+38.5% | $4,735-8.9% | $2,440+76.8% |
| Participant deferral / active EE | $4,327 | $5,418-20.1% | $6,709-35.5% | $3,607+19.9% |
| Admin fee / account holder | $15,179 | $5,958+154.8% | $10,261+47.9% | $5,124+196.2% |