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 | $78,151 | $72,177+8.3% | $115,037-32.1% | $59,632+31.1% |
| Participation rate | 92.9% | 72.6%+20.3pp | 81.4%+11.5pp | 68.7%+24.2pp |
| Annual return | -3.45% | 12.02%-15.5pp | 26.14%-29.6pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $13,103 | $2,841+361.2% | $4,608+184.4% | $2,203+494.9% |
| Participant deferral / active EE | $5,985 | $4,783+25.1% | $6,026-0.7% | $3,192+87.5% |
| Admin fee / account holder | $562 | $4,927-88.6% | $8,175-93.1% | $4,297-86.9% |