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 | $109,753 | $48,277+127.3% | $67,511+62.6% | $80,874+35.7% |
| Participation rate | 90.5% | 66.4%+24.1pp | 72.9%+17.6pp | 67.6%+22.9pp |
| Annual return | 10.21% | 18.27%-8.1pp | 3517.41%-3507.2pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,079 | $2,021-46.6% | $2,733-60.5% | $2,756-60.8% |
| Participant deferral / active EE | $1,759 | $2,926-39.9% | $4,000-56.0% | $4,297-59.1% |
| Admin fee / account holder | $12,006 | $3,687+225.6% | $3,999+200.2% | $6,935+73.1% |