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 | $100,697 | $87,037+15.7% | $106,201-5.2% | $80,874+24.5% |
| Participation rate | 92.6% | 70.4%+22.1pp | 75.3%+17.3pp | 67.6%+24.9pp |
| Annual return | 6.84% | 17.05%-10.2pp | 116.26%-109.4pp | 35.62%-28.8pp |
| Employer contribution / active EE | $1,402 | $2,396-41.5% | $3,170-55.8% | $2,756-49.1% |
| Participant deferral / active EE | $3,935 | $3,986-1.3% | $5,012-21.5% | $4,297-8.4% |
| Admin fee / account holder | $670 | $8,434-92.1% | $11,039-93.9% | $6,935-90.3% |