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 | $92,341 | $102,317-9.7% | $146,958-37.2% | $80,856+14.2% |
| Participation rate | 97.7% | 75.8%+21.9pp | 82.2%+15.6pp | 67.6%+30.1pp |
| Annual return | 11.27% | 134.76%-123.5pp | 418.34%-407.1pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,517 | $3,713-59.2% | $4,933-69.3% | $2,755-44.9% |
| Participant deferral / active EE | $7,824 | $6,644+17.8% | $8,070-3.1% | $4,296+82.1% |
| Admin fee / account holder | $19,535 | $7,941+146.0% | $12,998+50.3% | $6,918+182.4% |