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 | $78,296 | $48,076+62.9% | $78,689-0.5% | $62,891+24.5% |
| Participation rate | 83.7% | 65.2%+18.5pp | 73.6%+10.1pp | 69.3%+14.4pp |
| Annual return | 3.10% | 31.35%-28.3pp | 62.18%-59.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $954 | $2,015-52.6% | $2,851-66.5% | $2,281-58.2% |
| Participant deferral / active EE | $4,879 | $2,588+88.5% | $3,517+38.7% | $3,203+52.3% |
| Admin fee / account holder | $7,602 | $3,207+137.0% | $4,510+68.5% | $4,296+77.0% |