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 | $106,739 | $56,053+90.4% | $75,972+40.5% | $80,856+32.0% |
| Participation rate | 80.8% | 62.0%+18.7pp | 69.1%+11.7pp | 67.6%+13.1pp |
| Annual return | 8.85% | 20.53%-11.7pp | 359.55%-350.7pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,885 | $1,874+53.9% | $2,685+7.4% | $2,755+4.7% |
| Participant deferral / active EE | $3,902 | $3,052+27.9% | $4,255-8.3% | $4,296-9.2% |
| Admin fee / account holder | $1,316 | $5,234-74.9% | $6,467-79.7% | $6,918-81.0% |