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 | $88,139 | $87,733+0.5% | $106,548-17.3% | $85,850+2.7% |
| Participation rate | 76.2% | 71.9%+4.3pp | 76.1%+0.1pp | 69.3%+6.9pp |
| Annual return | 10.73% | 21.86%-11.1pp | 26.80%-16.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,037 | $2,073-50.0% | $2,819-63.2% | $2,565-59.6% |
| Participant deferral / active EE | $3,021 | $3,469-12.9% | $4,398-31.3% | $3,952-23.6% |
| Admin fee / account holder | $13,279 | $6,767+96.2% | $7,407+79.3% | $6,260+112.1% |