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 | $79,109 | $73,933+7.0% | $96,683-18.2% | $75,163+5.2% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 11.97% | 26.70%-14.7pp | 35.69%-23.7pp | 160.62%-148.6pp |
| Employer contribution / active EE | $3,495 | $2,928+19.4% | $3,737-6.5% | $2,670+30.9% |
| Participant deferral / active EE | $4,966 | $3,659+35.7% | $4,878+1.8% | $4,125+20.4% |
| Admin fee / account holder | $780 | $5,216-85.1% | $6,730-88.4% | $5,651-86.2% |