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 | $151,663 | $76,552+98.1% | $123,892+22.4% | $62,891+141.2% |
| Participation rate | 96.0% | 73.0%+23.0pp | 81.4%+14.6pp | 69.3%+26.7pp |
| Annual return | -2.42% | 18.68%-21.1pp | 47.52%-49.9pp | 20.14%-22.6pp |
| Employer contribution / active EE | $1,892 | $2,883-34.4% | $4,617-59.0% | $2,281-17.1% |
| Participant deferral / active EE | $7,111 | $4,840+46.9% | $5,984+18.8% | $3,203+122.0% |
| Admin fee / account holder | $21,125 | $4,826+337.8% | $8,357+152.8% | $4,296+391.8% |