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 | $88,192 | $93,571-5.7% | $135,903-35.1% | $75,163+17.3% |
| Participation rate | 78.2% | 75.2%+3.0pp | 81.9%-3.7pp | 67.2%+11.0pp |
| Annual return | 14.31% | 30.90%-16.6pp | 68.23%-53.9pp | 160.62%-146.3pp |
| Employer contribution / active EE | $8,980 | $3,537+153.9% | $4,856+84.9% | $2,670+236.4% |
| Participant deferral / active EE | $6,148 | $6,404-4.0% | $7,758-20.7% | $4,125+49.0% |
| Admin fee / account holder | $3,622 | $6,975-48.1% | $10,762-66.3% | $5,651-35.9% |