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 | $140,804 | $106,749+31.9% | $145,433-3.2% | $82,448+70.8% |
| Participation rate | 75.0% | 75.6%-0.6pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 11.84% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,588 | $3,444-53.9% | $4,554-65.1% | $2,551-37.7% |
| Participant deferral / active EE | $8,128 | $6,519+24.7% | $7,897+2.9% | $4,139+96.4% |
| Admin fee / account holder | $27,067 | $8,390+222.6% | $13,129+106.2% | $7,234+274.1% |