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 | $105,602 | $93,571+12.9% | $135,903-22.3% | $75,163+40.5% |
| Participation rate | 77.6% | 75.2%+2.4pp | 81.9%-4.4pp | 67.2%+10.4pp |
| Annual return | 14.24% | 30.90%-16.7pp | 68.23%-54.0pp | 160.62%-146.4pp |
| Employer contribution / active EE | $5,465 | $3,537+54.5% | $4,856+12.5% | $2,670+104.7% |
| Participant deferral / active EE | $7,437 | $6,404+16.1% | $7,758-4.1% | $4,125+80.3% |
| Admin fee / account holder | $4,650 | $6,975-33.3% | $10,762-56.8% | $5,651-17.7% |