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 | $154,187 | $72,492+112.7% | $87,100+77.0% | $72,985+111.3% |
| Participation rate | 88.4% | 72.8%+15.6pp | 76.9%+11.5pp | 69.5%+18.9pp |
| Annual return | 14.87% | 24.46%-9.6pp | 28.19%-13.3pp | 81.00%-66.1pp |
| Employer contribution / active EE | $2,706 | $1,894+42.9% | $2,521+7.3% | $2,440+10.9% |
| Participant deferral / active EE | $6,672 | $3,270+104.1% | $4,049+64.8% | $3,607+84.9% |
| Admin fee / account holder | $1,888 | $5,055-62.6% | $7,497-74.8% | $5,124-63.2% |