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 | $127,391 | $80,968+57.3% | $96,544+32.0% | $75,163+69.5% |
| Participation rate | 96.0% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 10.06% | 27.06%-17.0pp | 25.84%-15.8pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,861 | $2,282-18.5% | $2,965-37.2% | $2,670-30.3% |
| Participant deferral / active EE | $6,101 | $3,928+55.3% | $4,851+25.8% | $4,125+47.9% |
| Admin fee / account holder | $15,089 | $6,724+124.4% | $8,252+82.8% | $5,651+167.0% |