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 | $128,010 | $81,460+57.1% | $103,333+23.9% | $80,856+58.3% |
| Participation rate | 88.0% | 66.8%+21.2pp | 74.5%+13.5pp | 67.6%+20.4pp |
| Annual return | 9.60% | 25.55%-15.9pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $8,225 | $3,105+164.9% | $3,868+112.6% | $2,755+198.6% |
| Participant deferral / active EE | $4,886 | $3,869+26.3% | $5,057-3.4% | $4,296+13.7% |
| Admin fee / account holder | $7,737 | $6,566+17.8% | $8,355-7.4% | $6,918+11.8% |