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 | $101,029 | $109,881-8.1% | $150,045-32.7% | $84,808+19.1% |
| Participation rate | 96.7% | 76.1%+20.6pp | 82.3%+14.3pp | 68.3%+28.4pp |
| Annual return | 12.85% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $4,884 | $3,561+37.2% | $4,693+4.1% | $2,631+85.6% |
| Participant deferral / active EE | $6,092 | $6,636-8.2% | $7,997-23.8% | $4,212+44.7% |
| Admin fee / account holder | $8,728 | $8,568+1.9% | $13,435-35.0% | $7,344+18.9% |