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 | $197,639 | $86,286+129.1% | $111,297+77.6% | $85,850+130.2% |
| Participation rate | 95.1% | 73.3%+21.8pp | 77.3%+17.8pp | 69.3%+25.8pp |
| Annual return | 0.93% | 19.99%-19.1pp | 54.65%-53.7pp | 318.53%-317.6pp |
| Employer contribution / active EE | $2,948 | $2,043+44.3% | $2,731+7.9% | $2,565+14.9% |
| Participant deferral / active EE | $5,716 | $3,641+57.0% | $4,487+27.4% | $3,952+44.7% |
| Admin fee / account holder | $4,207 | $8,188-48.6% | $7,964-47.2% | $6,260-32.8% |