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 | $119,966 | $148,978-19.5% | $200,582-40.2% | $84,808+41.5% |
| Participation rate | 96.8% | 84.2%+12.5pp | 86.9%+9.9pp | 68.3%+28.5pp |
| Annual return | 12.08% | 28.16%-16.1pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $5,728 | $4,815+18.9% | $6,419-10.8% | $2,631+117.7% |
| Participant deferral / active EE | $5,491 | $7,142-23.1% | $9,331-41.2% | $4,212+30.4% |
| Admin fee / account holder | $9,384 | $13,977-32.9% | $16,305-42.4% | $7,344+27.8% |