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 | $133,054 | $109,817+21.2% | $98,442+35.2% | $167,490-20.6% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 7.34% | 1956.69%-1949.4pp | 1492.73%-1485.4pp | 478.56%-471.2pp |
| Employer contribution / active EE | $1,273 | $3,224-60.5% | $2,960-57.0% | $4,837-73.7% |
| Participant deferral / active EE | $1,641 | $4,673-64.9% | $4,276-61.6% | $6,341-74.1% |
| Admin fee / account holder | $11,235 | $6,753+66.4% | $5,949+88.8% | $12,309-8.7% |