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 | $90,811 | $49,173+84.7% | $121,098-25.0% | $75,163+20.8% |
| Participation rate | 97.6% | 55.4%+42.2pp | 69.5%+28.1pp | 67.2%+30.4pp |
| Annual return | 1.36% | 55.99%-54.6pp | 985.75%-984.4pp | 160.62%-159.3pp |
| Employer contribution / active EE | $6,836 | $1,546+342.3% | $4,164+64.2% | $2,670+156.0% |
| Participant deferral / active EE | $3,634 | $2,628+38.3% | $4,080-10.9% | $4,125-11.9% |
| Admin fee / account holder | $5,472 | $3,942+38.8% | $5,644-3.1% | $5,651-3.2% |