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 | $114,295 | $86,891+31.5% | $142,449-19.8% | $75,163+52.1% |
| Participation rate | 89.3% | 68.5%+20.8pp | 76.8%+12.6pp | 67.2%+22.1pp |
| Annual return | -13.54% | 23.31%-36.9pp | 19.99%-33.5pp | 160.62%-174.2pp |
| Employer contribution / active EE | $3,064 | $3,355-8.7% | $4,847-36.8% | $2,670+14.8% |
| Participant deferral / active EE | $8,440 | $4,938+70.9% | $6,283+34.3% | $4,125+104.6% |
| Admin fee / account holder | $12,733 | $7,299+74.4% | $10,011+27.2% | $5,651+125.3% |