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 | $71,100 | $63,346+12.2% | $92,233-22.9% | $70,131+1.4% |
| Participation rate | 87.3% | 68.7%+18.6pp | 76.5%+10.8pp | 69.5%+17.8pp |
| Annual return | 12.36% | 530.12%-517.8pp | 176.28%-163.9pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,494 | $2,471-39.6% | $3,679-59.4% | $2,342-36.2% |
| Participant deferral / active EE | $3,219 | $2,854+12.8% | $3,897-17.4% | $3,332-3.4% |
| Admin fee / account holder | $3,164 | $3,840-17.6% | $5,194-39.1% | $4,645-31.9% |