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 | $140,152 | $109,881+27.5% | $150,045-6.6% | $84,808+65.3% |
| Participation rate | 76.3% | 76.1%+0.2pp | 82.3%-6.0pp | 68.3%+8.0pp |
| Annual return | 12.63% | 28.25%-15.6pp | 62.55%-49.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,348 | $3,561+22.1% | $4,693-7.3% | $2,631+65.3% |
| Participant deferral / active EE | $9,966 | $6,636+50.2% | $7,997+24.6% | $4,212+136.6% |
| Admin fee / account holder | $39,131 | $8,568+356.7% | $13,435+191.3% | $7,344+432.8% |