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 | $174,377 | $117,841+48.0% | $102,423+70.3% | $145,922+19.5% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 7.83% | 31.65%-23.8pp | 29.32%-21.5pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,031 | $3,615-71.5% | $3,023-65.9% | $4,660-77.9% |
| Participant deferral / active EE | $3,688 | $5,731-35.6% | $5,053-27.0% | $6,688-44.9% |
| Admin fee / account holder | $697 | $13,326-94.8% | $9,451-92.6% | $13,397-94.8% |