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 | $107,196 | $86,286+24.2% | $111,297-3.7% | $85,850+24.9% |
| Participation rate | 70.0% | 73.3%-3.3pp | 77.3%-7.3pp | 69.3%+0.7pp |
| Annual return | 10.67% | 19.99%-9.3pp | 54.65%-44.0pp | 318.53%-307.9pp |
| Employer contribution / active EE | $818 | $2,043-59.9% | $2,731-70.0% | $2,565-68.1% |
| Participant deferral / active EE | $4,038 | $3,641+10.9% | $4,487-10.0% | $3,952+2.2% |
| Admin fee / account holder | $12,629 | $8,188+54.2% | $7,964+58.6% | $6,260+101.7% |