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 | $111,926 | $86,929+28.8% | $102,423+9.3% | $80,856+38.4% |
| Participation rate | 84.3% | 72.4%+11.9pp | 76.5%+7.8pp | 67.6%+16.7pp |
| Annual return | 9.64% | 18.88%-9.2pp | 29.32%-19.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,994 | $2,369-15.9% | $3,023-34.1% | $2,755-27.6% |
| Participant deferral / active EE | $4,851 | $4,118+17.8% | $5,053-4.0% | $4,296+12.9% |
| Admin fee / account holder | $4,603 | $8,049-42.8% | $9,451-51.3% | $6,918-33.5% |