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 | $123,668 | $61,660+100.6% | $80,019+54.5% | $64,186+92.7% |
| Participation rate | 78.6% | 71.7%+6.9pp | 75.8%+2.7pp | 69.6%+9.0pp |
| Annual return | -8.06% | -0.33%-7.7pp | 11.22%-19.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $1,908 | $1,810+5.4% | $2,468-22.7% | $2,381-19.9% |
| Participant deferral / active EE | $5,035 | $2,968+69.7% | $3,686+36.6% | $3,470+45.1% |
| Admin fee / account holder | $6,759 | $5,417+24.8% | $6,521+3.6% | $4,888+38.3% |