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 | $80,393 | $72,277+11.2% | $101,248-20.6% | $79,858+0.7% |
| Participation rate | 71.0% | 68.5%+2.5pp | 75.8%-4.8pp | 69.6%+1.3pp |
| Annual return | 7.69% | 22.30%-14.6pp | 46.47%-38.8pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,260 | $2,692-16.0% | $3,660-38.3% | $2,471-8.5% |
| Participant deferral / active EE | $5,263 | $3,282+60.4% | $4,370+20.4% | $3,740+40.7% |
| Admin fee / account holder | $7,326 | $4,400+66.5% | $5,945+23.2% | $5,306+38.1% |