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 | $140,362 | $87,037+61.3% | $106,201+32.2% | $80,874+73.6% |
| Participation rate | 94.9% | 70.4%+24.4pp | 75.3%+19.6pp | 67.6%+27.2pp |
| Annual return | 8.48% | 17.05%-8.6pp | 116.26%-107.8pp | 35.62%-27.1pp |
| Employer contribution / active EE | $1,300 | $2,396-45.8% | $3,170-59.0% | $2,756-52.8% |
| Participant deferral / active EE | $3,969 | $3,986-0.4% | $5,012-20.8% | $4,297-7.6% |
| Admin fee / account holder | $7,919 | $8,434-6.1% | $11,039-28.3% | $6,935+14.2% |