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 | $115,208 | $85,766+34.3% | $136,294-15.5% | $70,131+64.3% |
| Participation rate | 92.8% | 74.2%+18.6pp | 81.9%+10.8pp | 69.5%+23.2pp |
| Annual return | 8.62% | 31.45%-22.8pp | 5155.94%-5147.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $2,734 | $2,966-7.8% | $4,695-41.8% | $2,342+16.7% |
| Participant deferral / active EE | $4,473 | $5,051-11.5% | $6,247-28.4% | $3,332+34.2% |
| Admin fee / account holder | $11,726 | $5,420+116.3% | $9,243+26.9% | $4,645+152.4% |