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 | $107,082 | $78,705+36.1% | $117,854-9.1% | $70,131+52.7% |
| Participation rate | 80.4% | 73.2%+7.2pp | 79.7%+0.8pp | 69.5%+10.9pp |
| Annual return | 10.68% | 23.30%-12.6pp | 335.08%-324.4pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,930 | $2,223-13.2% | $3,786-49.0% | $2,342-17.6% |
| Participant deferral / active EE | $5,267 | $3,297+59.7% | $4,482+17.5% | $3,332+58.1% |
| Admin fee / account holder | $9,529 | $5,065+88.1% | $8,020+18.8% | $4,645+105.1% |