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 | $94,671 | $57,281+65.3% | $86,612+9.3% | $75,163+26.0% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 12.50% | 2670.75%-2658.2pp | 591.07%-578.6pp | 160.62%-148.1pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,253 | $3,318+58.3% | $4,438+18.4% | $4,125+27.3% |
| Admin fee / account holder | $1,459 | $4,112-64.5% | $5,614-74.0% | $5,651-74.2% |