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 | $72,404 | $57,281+26.4% | $86,612-16.4% | $75,163-3.7% |
| Participation rate | 75.9% | 63.2%+12.7pp | 71.7%+4.2pp | 67.2%+8.7pp |
| Annual return | 12.89% | 2670.75%-2657.9pp | 591.07%-578.2pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,346 | $2,314+1.4% | $3,022-22.4% | $2,670-12.1% |
| Participant deferral / active EE | $3,360 | $3,318+1.3% | $4,438-24.3% | $4,125-18.6% |
| Admin fee / account holder | $5,928 | $4,112+44.2% | $5,614+5.6% | $5,651+4.9% |