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 | $96,615 | $114,381-15.5% | $107,525-10.1% | $142,382-32.1% |
| Participation rate | 77.8% | 78.1%-0.4pp | 75.1%+2.7pp | 80.1%-2.3pp |
| Annual return | 7.98% | 242.71%-234.7pp | 181.32%-173.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $2,779 | $4,015-30.8% | $3,754-26.0% | $4,299-35.4% |
| Participant deferral / active EE | $6,825 | $5,564+22.7% | $5,116+33.4% | $6,507+4.9% |
| Admin fee / account holder | $13,168 | $9,860+33.5% | $8,919+47.6% | $12,624+4.3% |