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 | $129,746 | $157,256-17.5% | $141,162-8.1% | $152,861-15.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 7.39% | 64.32%-56.9pp | 71.39%-64.0pp | 345.32%-337.9pp |
| Employer contribution / active EE | $2,836 | $5,261-46.1% | $4,735-40.1% | $4,762-40.5% |
| Participant deferral / active EE | $6,853 | $7,109-3.6% | $6,709+2.1% | $5,850+17.1% |
| Admin fee / account holder | $1,267 | $12,120-89.5% | $10,261-87.7% | $11,596-89.1% |