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 | $107,616 | $64,839+66.0% | $95,585+12.6% | $84,808+26.9% |
| Participation rate | 86.5% | 63.8%+22.7pp | 72.1%+14.4pp | 68.3%+18.2pp |
| Annual return | 10.42% | -670.96%+681.4pp | 38.56%-28.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $587 | $1,759-66.6% | $2,527-76.8% | $2,631-77.7% |
| Participant deferral / active EE | $1,720 | $2,965-42.0% | $4,023-57.3% | $4,212-59.2% |
| Admin fee / account holder | $3,560 | $5,964-40.3% | $6,127-41.9% | $7,344-51.5% |