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 | $109,198 | $109,881-0.6% | $150,045-27.2% | $84,808+28.8% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 13.34% | 28.25%-14.9pp | 62.55%-49.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,239 | $3,561-9.0% | $4,693-31.0% | $2,631+23.1% |
| Participant deferral / active EE | $7,623 | $6,636+14.9% | $7,997-4.7% | $4,212+81.0% |
| Admin fee / account holder | $22,593 | $8,568+163.7% | $13,435+68.2% | $7,344+207.6% |