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 | $119,842 | $77,899+53.8% | $149,673-19.9% | $75,163+59.4% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 12.51% | 31.72%-19.2pp | 134.42%-121.9pp | 160.62%-148.1pp |
| Employer contribution / active EE | $2,611 | $3,137-16.8% | $4,818-45.8% | $2,670-2.2% |
| Participant deferral / active EE | $6,269 | $3,411+83.8% | $5,680+10.4% | $4,125+52.0% |
| Admin fee / account holder | $57,420 | $5,956+864.0% | $13,210+334.7% | $5,651+916.1% |