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 | $102,871 | $81,248+26.6% | $155,509-33.8% | $80,856+27.2% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 10.51% | 33.31%-22.8pp | 64.67%-54.2pp | 35.59%-25.1pp |
| Employer contribution / active EE | $7,511 | $3,100+142.3% | $4,672+60.8% | $2,755+172.7% |
| Participant deferral / active EE | $4,344 | $3,452+25.9% | $5,626-22.8% | $4,296+1.1% |
| Admin fee / account holder | $847 | $7,997-89.4% | $15,912-94.7% | $6,918-87.8% |