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 | $85,809 | $58,523+46.6% | $99,443-13.7% | $72,985+17.6% |
| Participation rate | 77.8% | 64.6%+13.1pp | 73.8%+3.9pp | 69.5%+8.3pp |
| Annual return | 0.81% | 28.51%-27.7pp | 30.72%-29.9pp | 81.00%-80.2pp |
| Employer contribution / active EE | $3,308 | $1,512+118.8% | $2,540+30.3% | $2,440+35.6% |
| Participant deferral / active EE | $1,786 | $2,606-31.5% | $3,619-50.6% | $3,607-50.5% |
| Admin fee / account holder | $1,184 | $4,102-71.1% | $6,250-81.1% | $5,124-76.9% |