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 | $87,108 | $62,586+39.2% | $76,768+13.5% | $64,186+35.7% |
| Participation rate | 92.7% | 72.8%+19.9pp | 77.0%+15.7pp | 69.6%+23.1pp |
| Annual return | -15.07% | -1.95%-13.1pp | 2.43%-17.5pp | 7.63%-22.7pp |
| Employer contribution / active EE | $2,265 | $1,832+23.6% | $2,485-8.9% | $2,381-4.9% |
| Participant deferral / active EE | $4,935 | $3,145+56.9% | $3,852+28.1% | $3,470+42.2% |
| Admin fee / account holder | $3,568 | $4,667-23.5% | $6,675-46.5% | $4,888-27.0% |