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 | $98,838 | $45,073+119.3% | $69,455+42.3% | $72,985+35.4% |
| Participation rate | 98.2% | 68.5%+29.8pp | 74.6%+23.6pp | 69.5%+28.8pp |
| Annual return | 4.37% | 22.65%-18.3pp | 28.97%-24.6pp | 81.00%-76.6pp |
| Employer contribution / active EE | $3,298 | $2,054+60.6% | $2,779+18.7% | $2,440+35.2% |
| Participant deferral / active EE | $4,502 | $2,602+73.1% | $3,535+27.3% | $3,607+24.8% |
| Admin fee / account holder | $6,635 | $3,056+117.2% | $3,839+72.8% | $5,124+29.5% |