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 | $130,718 | $58,512+123.4% | $84,015+55.6% | $72,985+79.1% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 13.62% | 28.93%-15.3pp | 71.31%-57.7pp | 81.00%-67.4pp |
| Employer contribution / active EE | $1,183 | $1,163+1.7% | $1,983-40.4% | $2,440-51.5% |
| Participant deferral / active EE | $4,488 | $2,394+87.5% | $3,239+38.6% | $3,607+24.4% |
| Admin fee / account holder | $2,094 | $4,569-54.2% | $6,101-65.7% | $5,124-59.1% |