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 | $79,719 | $76,552+4.1% | $123,892-35.7% | $62,891+26.8% |
| Participation rate | 74.5% | 73.0%+1.6pp | 81.4%-6.9pp | 69.3%+5.2pp |
| Annual return | 5.85% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $488 | $2,883-83.1% | $4,617-89.4% | $2,281-78.6% |
| Participant deferral / active EE | $4,069 | $4,840-15.9% | $5,984-32.0% | $3,203+27.1% |
| Admin fee / account holder | $25,561 | $4,826+429.7% | $8,357+205.9% | $4,296+495.1% |