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 | $159,764 | $139,434+14.6% | $103,646+54.1% | $139,434+14.6% |
| Participation rate | 92.3% | 80.3%+12.0pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 9.76% | 372.94%-363.2pp | 13.94%-4.2pp | 372.94%-363.2pp |
| Employer contribution / active EE | $1,352 | $4,751-71.5% | $1,683-19.7% | $4,751-71.5% |
| Participant deferral / active EE | $3,122 | $6,710-53.5% | $3,292-5.2% | $6,710-53.5% |
| Admin fee / account holder | $6,881 | $11,403-39.7% | $4,304+59.9% | $11,403-39.7% |