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 | $101,035 | $136,307-25.9% | $177,821-43.2% | $73,488+37.5% |
| Participation rate | 95.6% | 86.1%+9.5pp | 87.7%+7.9pp | 70.7%+24.9pp |
| Annual return | 10.43% | 18.68%-8.2pp | 48.32%-37.9pp | 28.51%-18.1pp |
| Employer contribution / active EE | $1,944 | $3,712-47.6% | $5,918-67.1% | $2,270-14.4% |
| Participant deferral / active EE | $4,239 | $5,829-27.3% | $7,714-45.0% | $3,740+13.4% |
| Admin fee / account holder | $11,402 | $596+1814.5% | $12,427-8.3% | $513+2122.3% |