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 | $183,169 | $100,041+83.1% | $149,718+22.3% | $70,131+161.2% |
| Participation rate | 88.6% | 83.6%+5.0pp | 87.1%+1.6pp | 69.5%+19.1pp |
| Annual return | 8.06% | 27.43%-19.4pp | 1501.63%-1493.6pp | 73.14%-65.1pp |
| Employer contribution / active EE | $3,642 | $3,662-0.5% | $5,445-33.1% | $2,342+55.5% |
| Participant deferral / active EE | $8,299 | $4,983+66.6% | $6,569+26.3% | $3,332+149.1% |
| Admin fee / account holder | $3,476 | $8,286-58.1% | $11,283-69.2% | $4,645-25.2% |