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 | $93,894 | $63,861+47.0% | $104,607-10.2% | $79,858+17.6% |
| Participation rate | 89.8% | 64.9%+24.9pp | 74.1%+15.7pp | 69.6%+20.2pp |
| Annual return | 8.97% | 21.30%-12.3pp | 340.46%-331.5pp | 31.71%-22.7pp |
| Employer contribution / active EE | $2,288 | $1,588+44.1% | $2,681-14.6% | $2,471-7.4% |
| Participant deferral / active EE | $5,324 | $2,693+97.7% | $3,740+42.4% | $3,740+42.3% |
| Admin fee / account holder | $17,007 | $4,185+306.4% | $6,473+162.7% | $5,306+220.5% |