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 | $90,462 | $93,571-3.3% | $135,903-33.4% | $75,163+20.4% |
| Participation rate | 87.5% | 75.2%+12.3pp | 81.9%+5.6pp | 67.2%+20.3pp |
| Annual return | 10.21% | 30.90%-20.7pp | 68.23%-58.0pp | 160.62%-150.4pp |
| Employer contribution / active EE | $6,498 | $3,537+83.7% | $4,856+33.8% | $2,670+143.4% |
| Participant deferral / active EE | $8,677 | $6,404+35.5% | $7,758+11.8% | $4,125+110.3% |
| Admin fee / account holder | $47,769 | $6,975+584.8% | $10,762+343.9% | $5,651+745.3% |