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 | $97,308 | $78,422+24.1% | $95,952+1.4% | $79,858+21.9% |
| Participation rate | 84.7% | 73.5%+11.3pp | 77.1%+7.7pp | 69.6%+15.1pp |
| Annual return | 6.97% | 19.37%-12.4pp | 91.61%-84.6pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,625 | $1,945-16.4% | $2,541-36.0% | $2,471-34.2% |
| Participant deferral / active EE | $2,772 | $3,440-19.4% | $4,167-33.5% | $3,740-25.9% |
| Admin fee / account holder | $7,031 | $5,622+25.1% | $6,795+3.5% | $5,306+32.5% |