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 | $103,082 | $101,724+1.3% | $164,813-37.5% | $80,856+27.5% |
| Participation rate | 90.2% | 71.8%+18.4pp | 78.6%+11.6pp | 67.6%+22.6pp |
| Annual return | 8.78% | 16.72%-7.9pp | 69.93%-61.2pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,629 | $2,953-44.8% | $4,341-62.5% | $2,755-40.9% |
| Participant deferral / active EE | $6,104 | $4,477+36.3% | $6,031+1.2% | $4,296+42.1% |
| Admin fee / account holder | $32,327 | $8,227+292.9% | $12,690+154.7% | $6,918+367.3% |