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 | $121,702 | $157,256-22.6% | $141,162-13.8% | $152,861-20.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 11.84% | 64.32%-52.5pp | 71.39%-59.6pp | 345.32%-333.5pp |
| Employer contribution / active EE | $7,386 | $5,261+40.4% | $4,735+56.0% | $4,762+55.1% |
| Participant deferral / active EE | $15,461 | $7,109+117.5% | $6,709+130.5% | $5,850+164.3% |
| Admin fee / account holder | $6,652 | $12,120-45.1% | $10,261-35.2% | $11,596-42.6% |