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 | $88,672+15.2% | $105,223-3.0% | $82,448+23.8% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.3pp | 68.1%+30.3pp |
| Annual return | 10.01% | 30.86%-20.8pp | 180.65%-170.6pp | 41.64%-31.6pp |
| Employer contribution / active EE | $2,552 | $3,048-16.3% | $3,689-30.8% | $2,5510% |
| Participant deferral / active EE | $4,840 | $4,036+19.9% | $5,072-4.6% | $4,139+16.9% |
| Admin fee / account holder | $11,002 | $7,146+54.0% | $8,859+24.2% | $7,234+52.1% |