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 | $84,967 | $56,110+51.4% | $94,993-10.6% | $70,131+21.2% |
| Participation rate | 97.1% | 65.0%+32.1pp | 73.9%+23.3pp | 69.5%+27.6pp |
| Annual return | 10.77% | 51.02%-40.3pp | 27.12%-16.4pp | 73.14%-62.4pp |
| Employer contribution / active EE | $2,179 | $1,442+51.1% | $2,603-16.3% | $2,342-7.0% |
| Participant deferral / active EE | $3,343 | $2,391+39.8% | $3,317+0.8% | $3,332+0.3% |
| Admin fee / account holder | $5,351 | $3,456+54.8% | $4,960+7.9% | $4,645+15.2% |