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 | $124,491 | $81,460+52.8% | $103,333+20.5% | $80,856+54.0% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 10.34% | 25.55%-15.2pp | 24.88%-14.5pp | 35.59%-25.3pp |
| Employer contribution / active EE | $1,758 | $3,105-43.4% | $3,868-54.6% | $2,755-36.2% |
| Participant deferral / active EE | $4,931 | $3,869+27.5% | $5,057-2.5% | $4,296+14.8% |
| Admin fee / account holder | $341 | $6,566-94.8% | $8,355-95.9% | $6,918-95.1% |