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 | $56,273 | $49,227+14.3% | $70,449-20.1% | $79,858-29.5% |
| Participation rate | 72.4% | 69.2%+3.2pp | 75.1%-2.6pp | 69.6%+2.8pp |
| Annual return | 4.27% | 30.06%-25.8pp | 109.03%-104.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $964 | $2,099-54.1% | $2,737-64.8% | $2,471-61.0% |
| Participant deferral / active EE | $3,470 | $2,768+25.4% | $3,709-6.4% | $3,740-7.2% |
| Admin fee / account holder | $1,283 | $2,878-55.4% | $3,845-66.6% | $5,306-75.8% |