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 | $130,365 | $96,128+35.6% | $136,007-4.1% | $80,856+61.2% |
| Participation rate | 89.3% | 71.2%+18.0pp | 76.5%+12.8pp | 67.6%+21.6pp |
| Annual return | 10.63% | 28.71%-18.1pp | 579.32%-568.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,322 | $3,351+29.0% | $4,217+2.5% | $2,755+56.9% |
| Participant deferral / active EE | $4,660 | $5,709-18.4% | $7,025-33.7% | $4,296+8.5% |
| Admin fee / account holder | $4,325 | $8,236-47.5% | $6,858-36.9% | $6,918-37.5% |