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 | $113,228 | $98,750+14.7% | $149,696-24.4% | $79,858+41.8% |
| Participation rate | 81.5% | 75.8%+5.7pp | 82.5%-1.0pp | 69.6%+11.9pp |
| Annual return | 12.30% | 27.43%-15.1pp | 276.60%-264.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,040 | $3,216-36.6% | $4,644-56.1% | $2,471-17.4% |
| Participant deferral / active EE | $5,173 | $5,680-8.9% | $6,842-24.4% | $3,740+38.3% |
| Admin fee / account holder | $10,197 | $6,053+68.5% | $9,309+9.5% | $5,306+92.2% |