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 | $88,244 | $68,719+28.4% | $91,541-3.6% | $84,808+4.1% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 11.45% | 19.12%-7.7pp | 20.50%-9.1pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,282 | $1,920-33.2% | $2,505-48.8% | $2,631-51.3% |
| Participant deferral / active EE | $5,422 | $3,136+72.9% | $4,008+35.3% | $4,212+28.7% |
| Admin fee / account holder | $1,615 | $5,786-72.1% | $6,956-76.8% | $7,344-78.0% |