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 | $85,104 | $63,861+33.3% | $104,607-18.6% | $79,858+6.6% |
| Participation rate | 86.4% | 64.9%+21.4pp | 74.1%+12.3pp | 69.6%+16.7pp |
| Annual return | 0.73% | 21.30%-20.6pp | 340.46%-339.7pp | 31.71%-31.0pp |
| Employer contribution / active EE | $985 | $1,588-38.0% | $2,681-63.3% | $2,471-60.2% |
| Participant deferral / active EE | $7,021 | $2,693+160.7% | $3,740+87.7% | $3,740+87.7% |
| Admin fee / account holder | $11,485 | $4,185+174.4% | $6,473+77.4% | $5,306+116.4% |