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 | $92,529 | $93,571-1.1% | $135,903-31.9% | $75,163+23.1% |
| Participation rate | 75.9% | 75.2%+0.7pp | 81.9%-6.0pp | 67.2%+8.7pp |
| Annual return | 13.37% | 30.90%-17.5pp | 68.23%-54.9pp | 160.62%-147.2pp |
| Employer contribution / active EE | $6,351 | $3,537+79.6% | $4,856+30.8% | $2,670+137.9% |
| Participant deferral / active EE | $5,348 | $6,404-16.5% | $7,758-31.1% | $4,125+29.6% |
| Admin fee / account holder | $1,998 | $6,975-71.4% | $10,762-81.4% | $5,651-64.6% |