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 | $60,007 | $53,127+13.0% | $86,590-30.7% | $70,131-14.4% |
| Participation rate | 77.6% | 65.3%+12.3pp | 73.5%+4.0pp | 69.5%+8.0pp |
| Annual return | 9.01% | 27.66%-18.6pp | 964.84%-955.8pp | 73.14%-64.1pp |
| Employer contribution / active EE | $1,259 | $2,068-39.1% | $2,839-55.7% | $2,342-46.3% |
| Participant deferral / active EE | $4,317 | $2,696+60.1% | $3,609+19.6% | $3,332+29.6% |
| Admin fee / account holder | $2,529 | $3,585-29.5% | $4,906-48.4% | $4,645-45.6% |