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 | $164,451 | $82,032+100.5% | $123,104+33.6% | $59,632+175.8% |
| Participation rate | 95.3% | 83.2%+12.1pp | 86.8%+8.6pp | 68.7%+26.7pp |
| Annual return | -3.75% | 5.12%-8.9pp | 13.22%-17.0pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $1,083 | $3,297-67.1% | $5,151-79.0% | $2,203-50.8% |
| Participant deferral / active EE | $5,455 | $4,667+16.9% | $6,230-12.4% | $3,192+70.9% |
| Admin fee / account holder | $20,550 | $5,881+249.5% | $9,015+128.0% | $4,297+378.2% |