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 | $130,077 | $106,749+21.9% | $145,433-10.6% | $82,448+57.8% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 12.50% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,142 | $3,444-37.8% | $4,554-53.0% | $2,551-16.0% |
| Participant deferral / active EE | $7,501 | $6,519+15.1% | $7,897-5.0% | $4,139+81.2% |
| Admin fee / account holder | $26,037 | $8,390+210.3% | $13,129+98.3% | $7,234+259.9% |