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 | $90,148 | $77,899+15.7% | $149,673-39.8% | $75,163+19.9% |
| Participation rate | 79.4% | 65.6%+13.8pp | 78.8%+0.6pp | 67.2%+12.2pp |
| Annual return | 11.39% | 31.72%-20.3pp | 134.42%-123.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $3,751 | $3,137+19.6% | $4,818-22.1% | $2,670+40.5% |
| Participant deferral / active EE | $5,423 | $3,411+59.0% | $5,680-4.5% | $4,125+31.5% |
| Admin fee / account holder | $742 | $5,956-87.6% | $13,210-94.4% | $5,651-86.9% |