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 | $127,562 | $86,891+46.8% | $142,449-10.5% | $75,163+69.7% |
| Participation rate | 98.4% | 68.5%+29.9pp | 76.8%+21.7pp | 67.2%+31.2pp |
| Annual return | 10.47% | 23.31%-12.8pp | 19.99%-9.5pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,188 | $3,355-64.6% | $4,847-75.5% | $2,670-55.5% |
| Participant deferral / active EE | $6,540 | $4,938+32.5% | $6,283+4.1% | $4,125+58.5% |
| Admin fee / account holder | $29,781 | $7,299+308.0% | $10,011+197.5% | $5,651+427.0% |