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 | $116,467 | $83,477+39.5% | $125,175-7.0% | $72,985+59.6% |
| Participation rate | 88.4% | 73.3%+15.1pp | 79.8%+8.6pp | 69.5%+18.9pp |
| Annual return | 14.19% | 25.78%-11.6pp | 43.79%-29.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,226 | $2,345-47.7% | $3,865-68.3% | $2,440-49.8% |
| Participant deferral / active EE | $3,031 | $3,585-15.5% | $4,937-38.6% | $3,607-16.0% |
| Admin fee / account holder | $477 | $5,517-91.4% | $9,702-95.1% | $5,124-90.7% |