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 | $90,038 | $175,202-48.6% | $149,673-39.8% | $139,434-35.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 10.51% | 166.71%-156.2pp | 134.42%-123.9pp | 372.94%-362.4pp |
| Employer contribution / active EE | $1,566 | $5,474-71.4% | $4,818-67.5% | $4,751-67.0% |
| Participant deferral / active EE | $6,323 | $6,519-3.0% | $5,680+11.3% | $6,710-5.8% |
| Admin fee / account holder | $862 | $16,150-94.7% | $13,210-93.5% | $11,403-92.4% |