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 | $94,505 | $89,355+5.8% | $141,162-33.1% | $72,985+29.5% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 17.70% | 111.85%-94.1pp | 71.39%-53.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $3,321 | $3,114+6.6% | $4,735-29.9% | $2,440+36.1% |
| Participant deferral / active EE | $8,360 | $5,418+54.3% | $6,709+24.6% | $3,607+131.8% |
| Admin fee / account holder | $24,080 | $5,958+304.2% | $10,261+134.7% | $5,124+369.9% |