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 | $175,604 | $148,978+17.9% | $200,582-12.5% | $84,808+107.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.82% | 28.16%-15.3pp | 42.33%-29.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $4,756 | $4,815-1.2% | $6,419-25.9% | $2,631+80.8% |
| Participant deferral / active EE | $10,719 | $7,142+50.1% | $9,331+14.9% | $4,212+154.5% |
| Admin fee / account holder | $9,328 | $13,977-33.3% | $16,305-42.8% | $7,344+27.0% |