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 | $100,840 | $89,753+12.4% | $107,525-6.2% | $84,808+18.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 12.55% | 29.48%-16.9pp | 181.32%-168.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $4,659 | $3,113+49.6% | $3,754+24.1% | $2,631+77.1% |
| Participant deferral / active EE | $9,358 | $4,056+130.7% | $5,116+82.9% | $4,212+122.2% |
| Admin fee / account holder | $2,046 | $7,222-71.7% | $8,919-77.1% | $7,344-72.1% |