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 | $122,764 | $114,381+7.3% | $107,525+14.2% | $142,382-13.8% |
| Participation rate | 92.9% | 78.1%+14.7pp | 75.1%+17.8pp | 80.1%+12.7pp |
| Annual return | 9.99% | 242.71%-232.7pp | 181.32%-171.3pp | 217.08%-207.1pp |
| Employer contribution / active EE | $6,477 | $4,015+61.3% | $3,754+72.6% | $4,299+50.7% |
| Participant deferral / active EE | $11,758 | $5,564+111.3% | $5,116+129.8% | $6,507+80.7% |
| Admin fee / account holder | $70,620 | $9,860+616.2% | $8,919+691.8% | $12,624+459.4% |