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 | $106,283 | $93,571+13.6% | $135,903-21.8% | $75,163+41.4% |
| Participation rate | 81.0% | 75.2%+5.9pp | 81.9%-0.9pp | 67.2%+13.8pp |
| Annual return | -5.91% | 30.90%-36.8pp | 68.23%-74.1pp | 160.62%-166.5pp |
| Employer contribution / active EE | $1,694 | $3,537-52.1% | $4,856-65.1% | $2,670-36.5% |
| Participant deferral / active EE | $7,487 | $6,404+16.9% | $7,758-3.5% | $4,125+81.5% |
| Admin fee / account holder | $4,537 | $6,975-35.0% | $10,762-57.8% | $5,651-19.7% |