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 | $98,927 | $102,317-3.3% | $146,958-32.7% | $80,856+22.3% |
| Participation rate | 71.2% | 75.8%-4.6pp | 82.2%-11.0pp | 67.6%+3.5pp |
| Annual return | 10.24% | 134.76%-124.5pp | 418.34%-408.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $4,852 | $3,713+30.7% | $4,933-1.6% | $2,755+76.1% |
| Participant deferral / active EE | $10,549 | $6,644+58.8% | $8,070+30.7% | $4,296+145.6% |
| Admin fee / account holder | $15,268 | $7,941+92.3% | $12,998+17.5% | $6,918+120.7% |