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 | $101,518 | $89,355+13.6% | $141,162-28.1% | $72,985+39.1% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 18.57% | 111.85%-93.3pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $4,852 | $3,114+55.8% | $4,735+2.5% | $2,440+98.9% |
| Participant deferral / active EE | $7,824 | $5,418+44.4% | $6,709+16.6% | $3,607+116.9% |
| Admin fee / account holder | $1,387 | $5,958-76.7% | $10,261-86.5% | $5,124-72.9% |