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 | $92,856 | $88,672+4.7% | $105,223-11.8% | $82,448+12.6% |
| Participation rate | 84.0% | 67.9%+16.1pp | 75.0%+9.0pp | 68.1%+15.9pp |
| Annual return | 12.39% | 30.86%-18.5pp | 180.65%-168.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,482 | $3,048-18.6% | $3,689-32.7% | $2,551-2.7% |
| Participant deferral / active EE | $5,308 | $4,036+31.5% | $5,072+4.7% | $4,139+28.2% |
| Admin fee / account holder | $2,412 | $7,146-66.2% | $8,859-72.8% | $7,234-66.7% |