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 | $120,070 | $72,492+65.6% | $87,100+37.9% | $72,985+64.5% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.4pp |
| Annual return | 1.69% | 24.46%-22.8pp | 28.19%-26.5pp | 81.00%-79.3pp |
| Employer contribution / active EE | $1,695 | $1,894-10.5% | $2,521-32.8% | $2,440-30.5% |
| Participant deferral / active EE | $5,073 | $3,270+55.2% | $4,049+25.3% | $3,607+40.6% |
| Admin fee / account holder | $5,984 | $5,055+18.4% | $7,497-20.2% | $5,124+16.8% |