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 | $144,542 | $108,825+32.8% | $156,181-7.5% | $82,448+75.3% |
| Participation rate | 85.4% | 72.4%+13.0pp | 78.8%+6.5pp | 68.1%+17.3pp |
| Annual return | 10.78% | 20.59%-9.8pp | 64.87%-54.1pp | 41.64%-30.9pp |
| Employer contribution / active EE | $4,526 | $2,870+57.7% | $4,294+5.4% | $2,551+77.4% |
| Participant deferral / active EE | $8,037 | $4,577+75.6% | $6,132+31.1% | $4,139+94.2% |
| Admin fee / account holder | $70,266 | $9,341+652.3% | $14,586+381.7% | $7,234+871.3% |