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 | $118,175 | $106,515+10.9% | $96,683+22.2% | $139,434-15.2% |
| Participation rate | 95.2% | 77.8%+17.4pp | 74.3%+20.9pp | 80.3%+14.9pp |
| Annual return | 8.52% | 38.43%-29.9pp | 35.69%-27.2pp | 372.94%-364.4pp |
| Employer contribution / active EE | $2,951 | $4,103-28.1% | $3,737-21.0% | $4,751-37.9% |
| Participant deferral / active EE | $2,078 | $5,454-61.9% | $4,878-57.4% | $6,710-69.0% |
| Admin fee / account holder | $16,614 | $7,877+110.9% | $6,730+146.9% | $11,403+45.7% |