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 | $51,955 | $48,076+8.1% | $78,689-34.0% | $62,891-17.4% |
| Participation rate | 84.2% | 65.2%+19.0pp | 73.6%+10.6pp | 69.3%+14.9pp |
| Annual return | 2.41% | 31.35%-28.9pp | 62.18%-59.8pp | 20.14%-17.7pp |
| Employer contribution / active EE | $2,092 | $2,015+3.8% | $2,851-26.6% | $2,281-8.3% |
| Participant deferral / active EE | $3,590 | $2,588+38.7% | $3,517+2.1% | $3,203+12.1% |
| Admin fee / account holder | $3,402 | $3,207+6.1% | $4,510-24.6% | $4,296-20.8% |