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 | $74,061 | $63,346+16.9% | $92,233-19.7% | $70,131+5.6% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 11.44% | 530.12%-518.7pp | 176.28%-164.8pp | 73.14%-61.7pp |
| Employer contribution / active EE | $1,017 | $2,471-58.9% | $3,679-72.4% | $2,342-56.6% |
| Participant deferral / active EE | $3,135 | $2,854+9.8% | $3,897-19.6% | $3,332-5.9% |
| Admin fee / account holder | $3,977 | $3,840+3.6% | $5,194-23.4% | $4,645-14.4% |