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 | $74,384 | $48,230+54.2% | $67,502+10.2% | $80,856-8.0% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.6%+29.4pp |
| Annual return | 10.88% | 18.28%-7.4pp | 3512.12%-3501.2pp | 35.59%-24.7pp |
| Employer contribution / active EE | $3,157 | $2,020+56.3% | $2,731+15.6% | $2,755+14.6% |
| Participant deferral / active EE | $5,079 | $2,924+73.7% | $4,000+27.0% | $4,296+18.2% |
| Admin fee / account holder | $11,488 | $3,681+212.1% | $3,998+187.4% | $6,918+66.1% |