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 | $93,106 | $93,571-0.5% | $135,903-31.5% | $75,163+23.9% |
| Participation rate | 72.2% | 75.2%-3.0pp | 81.9%-9.7pp | 67.2%+5.0pp |
| Annual return | 14.71% | 30.90%-16.2pp | 68.23%-53.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,029 | $3,537-70.9% | $4,856-78.8% | $2,670-61.5% |
| Participant deferral / active EE | $3,717 | $6,404-42.0% | $7,758-52.1% | $4,125-9.9% |
| Admin fee / account holder | $13,113 | $6,975+88.0% | $10,762+21.8% | $5,651+132.1% |