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 | $107,368 | $73,004+47.1% | $90,749+18.3% | $68,494+56.8% |
| Participation rate | 90.3% | 70.8%+19.4pp | 75.7%+14.6pp | 67.9%+22.4pp |
| Annual return | -19.83% | -13.81%-6.0pp | -12.16%-7.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $4,617 | $2,193+110.6% | $2,921+58.1% | $2,596+77.8% |
| Participant deferral / active EE | $15,199 | $3,627+319.1% | $4,564+233.0% | $4,027+277.4% |
| Admin fee / account holder | $5,259 | $5,896-10.8% | $8,445-37.7% | $5,403-2.7% |