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 | $93,493 | $72,012+29.8% | $185,823-49.7% | $79,858+17.1% |
| Participation rate | 83.1% | 65.8%+17.3pp | 78.0%+5.0pp | 69.6%+13.4pp |
| Annual return | 9.86% | 23.12%-13.3pp | 35.95%-26.1pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,062 | $1,965+5.0% | $4,087-49.6% | $2,471-16.5% |
| Participant deferral / active EE | $4,101 | $3,779+8.5% | $5,632-27.2% | $3,740+9.6% |
| Admin fee / account holder | $5,933 | $4,513+31.5% | $9,500-37.6% | $5,306+11.8% |