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 | $110,716 | $138,347-20.0% | $184,203-39.9% | $80,856+36.9% |
| Participation rate | 92.3% | 83.9%+8.4pp | 86.8%+5.5pp | 67.6%+24.7pp |
| Annual return | 10.67% | 20.02%-9.4pp | 28.81%-18.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $4,733 | $4,850-2.4% | $6,427-26.4% | $2,755+71.8% |
| Participant deferral / active EE | $15,531 | $7,071+119.7% | $9,131+70.1% | $4,296+261.6% |
| Admin fee / account holder | $17,682 | $10,483+68.7% | $13,901+27.2% | $6,918+155.6% |