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 | $98,255 | $89,753+9.5% | $107,525-8.6% | $84,808+15.9% |
| Participation rate | 97.9% | 68.1%+29.8pp | 75.1%+22.8pp | 68.3%+29.6pp |
| Annual return | 9.34% | 29.48%-20.1pp | 181.32%-172.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $4,528 | $3,113+45.4% | $3,754+20.6% | $2,631+72.1% |
| Participant deferral / active EE | $5,055 | $4,056+24.6% | $5,116-1.2% | $4,212+20.0% |
| Admin fee / account holder | $5,897 | $7,222-18.3% | $8,919-33.9% | $7,344-19.7% |