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 | $113,859 | $157,256-27.6% | $141,162-19.3% | $152,861-25.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 12.53% | 64.32%-51.8pp | 71.39%-58.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $2,465 | $5,261-53.1% | $4,735-47.9% | $4,762-48.2% |
| Participant deferral / active EE | $7,451 | $7,109+4.8% | $6,709+11.1% | $5,850+27.4% |
| Admin fee / account holder | $8,986 | $12,120-25.9% | $10,261-12.4% | $11,596-22.5% |