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 | $127,299 | $72,177+76.4% | $115,037+10.7% | $59,632+113.5% |
| Participation rate | 93.3% | 72.6%+20.8pp | 81.4%+12.0pp | 68.7%+24.7pp |
| Annual return | -12.00% | 12.02%-24.0pp | 26.14%-38.1pp | 2041.28%-2053.3pp |
| Employer contribution / active EE | $6,023 | $2,841+112.0% | $4,608+30.7% | $2,203+173.4% |
| Participant deferral / active EE | $8,379 | $4,783+75.2% | $6,026+39.0% | $3,192+162.5% |
| Admin fee / account holder | $8,119 | $4,927+64.8% | $8,175-0.7% | $4,297+88.9% |