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 | $72,802 | $58,828+23.8% | $77,999-6.7% | $62,891+15.8% |
| Participation rate | 98.3% | 71.1%+27.2pp | 75.5%+22.8pp | 69.3%+29.0pp |
| Annual return | 4.27% | 17.16%-12.9pp | 425.96%-421.7pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,129 | $1,672-32.5% | $2,470-54.3% | $2,281-50.5% |
| Participant deferral / active EE | $1,755 | $2,686-34.6% | $3,497-49.8% | $3,203-45.2% |
| Admin fee / account holder | $2,852 | $4,393-35.1% | $5,480-48.0% | $4,296-33.6% |