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 | $104,661 | $84,556+23.8% | $116,228-10.0% | $74,304+40.9% |
| Participation rate | 80.2% | 66.0%+14.1pp | 74.6%+5.6pp | 60.3%+19.8pp |
| Annual return | 12.52% | 18.35%-5.8pp | 90.06%-77.5pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,429 | $2,168-34.1% | $2,994-52.3% | $2,241-36.2% |
| Participant deferral / active EE | $3,754 | $3,814-1.6% | $4,953-24.2% | $3,767-0.3% |
| Admin fee / account holder | $24,122 | $3,792+536.1% | $11,989+101.2% | $2,969+712.5% |