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 | $115,044 | $49,227+133.7% | $70,449+63.3% | $79,858+44.1% |
| Participation rate | 71.7% | 69.2%+2.5pp | 75.1%-3.4pp | 69.6%+2.0pp |
| Annual return | 3.55% | 30.06%-26.5pp | 109.03%-105.5pp | 31.71%-28.2pp |
| Employer contribution / active EE | $1,074 | $2,099-48.9% | $2,737-60.8% | $2,471-56.6% |
| Participant deferral / active EE | $4,187 | $2,768+51.3% | $3,709+12.9% | $3,740+12.0% |
| Admin fee / account holder | $8,352 | $2,878+190.2% | $3,845+117.2% | $5,306+57.4% |