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 | $93,499 | $65,365+43.0% | $92,893+0.7% | $72,985+28.1% |
| Participation rate | 72.7% | 68.3%+4.4pp | 76.0%-3.3pp | 69.5%+3.2pp |
| Annual return | 2.88% | 42.10%-39.2pp | 109.41%-106.5pp | 81.00%-78.1pp |
| Employer contribution / active EE | $626 | $2,594-75.9% | $3,653-82.9% | $2,440-74.3% |
| Participant deferral / active EE | $5,794 | $3,128+85.2% | $4,236+36.8% | $3,607+60.6% |
| Admin fee / account holder | $32,196 | $4,251+657.3% | $5,794+455.7% | $5,124+528.3% |