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 | $100,358 | $108,825-7.8% | $156,181-35.7% | $82,448+21.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.86% | 20.59%-8.7pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,096 | $2,870-61.8% | $4,294-74.5% | $2,551-57.1% |
| Participant deferral / active EE | $2,670 | $4,577-41.7% | $6,132-56.5% | $4,139-35.5% |
| Admin fee / account holder | $12,064 | $9,341+29.2% | $14,586-17.3% | $7,234+66.8% |