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 | $102,108 | $89,753+13.8% | $107,525-5.0% | $84,808+20.4% |
| Participation rate | 98.3% | 68.1%+30.3pp | 75.1%+23.3pp | 68.3%+30.0pp |
| Annual return | 10.01% | 29.48%-19.5pp | 181.32%-171.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,552 | $3,113-18.0% | $3,754-32.0% | $2,631-3.0% |
| Participant deferral / active EE | $4,840 | $4,056+19.3% | $5,116-5.4% | $4,212+14.9% |
| Admin fee / account holder | $11,002 | $7,222+52.3% | $8,919+23.4% | $7,344+49.8% |