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 | $122,989 | $102,317+20.2% | $146,958-16.3% | $80,856+52.1% |
| Participation rate | 76.9% | 75.8%+1.1pp | 82.2%-5.2pp | 67.6%+9.3pp |
| Annual return | 6.14% | 134.76%-128.6pp | 418.34%-412.2pp | 35.59%-29.5pp |
| Employer contribution / active EE | $1,756 | $3,713-52.7% | $4,933-64.4% | $2,755-36.3% |
| Participant deferral / active EE | $4,693 | $6,644-29.4% | $8,070-41.8% | $4,296+9.2% |
| Admin fee / account holder | $24,044 | $7,941+202.8% | $12,998+85.0% | $6,918+247.6% |