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 | $88,342 | $98,750-10.5% | $149,696-41.0% | $79,858+10.6% |
| Participation rate | 70.8% | 75.8%-4.9pp | 82.5%-11.6pp | 69.6%+1.2pp |
| Annual return | 11.90% | 27.43%-15.5pp | 276.60%-264.7pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,729 | $3,216-46.2% | $4,644-62.8% | $2,471-30.0% |
| Participant deferral / active EE | $4,317 | $5,680-24.0% | $6,842-36.9% | $3,740+15.4% |
| Admin fee / account holder | $8,654 | $6,053+43.0% | $9,309-7.0% | $5,306+63.1% |