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 | $116,482 | $85,202+36.7% | $172,739-32.6% | $72,985+59.6% |
| Participation rate | 90.2% | 70.1%+20.2pp | 82.6%+7.6pp | 69.5%+20.8pp |
| Annual return | 13.52% | 27.32%-13.8pp | 802.84%-789.3pp | 81.00%-67.5pp |
| Employer contribution / active EE | $2,519 | $3,324-24.2% | $5,143-51.0% | $2,440+3.3% |
| Participant deferral / active EE | $5,654 | $3,260+73.4% | $5,198+8.8% | $3,607+56.7% |
| Admin fee / account holder | $586 | $5,884-90.0% | $13,954-95.8% | $5,124-88.6% |