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 | $155,337 | $70,428+120.6% | $96,562+60.9% | $85,850+80.9% |
| Participation rate | 87.1% | 61.8%+25.3pp | 69.8%+17.3pp | 69.3%+17.8pp |
| Annual return | 6.54% | 18.59%-12.1pp | 37.78%-31.2pp | 318.53%-312.0pp |
| Employer contribution / active EE | $1,685 | $1,413+19.3% | $2,356-28.5% | $2,565-34.3% |
| Participant deferral / active EE | $3,528 | $2,894+21.9% | $3,849-8.3% | $3,952-10.7% |
| Admin fee / account holder | $1,910 | $4,997-61.8% | $6,181-69.1% | $6,260-69.5% |