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 | $111,954 | $98,750+13.4% | $149,696-25.2% | $79,858+40.2% |
| Participation rate | 96.4% | 75.8%+20.7pp | 82.5%+14.0pp | 69.6%+26.8pp |
| Annual return | 7.05% | 27.43%-20.4pp | 276.60%-269.5pp | 31.71%-24.7pp |
| Employer contribution / active EE | $7,444 | $3,216+131.4% | $4,644+60.3% | $2,471+201.3% |
| Participant deferral / active EE | $7,917 | $5,680+39.4% | $6,842+15.7% | $3,740+111.7% |
| Admin fee / account holder | $63,601 | $6,053+950.8% | $9,309+583.2% | $5,306+1098.6% |