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 | $121,884 | $86,929+40.2% | $102,423+19.0% | $80,856+50.7% |
| Participation rate | 83.8% | 72.4%+11.4pp | 76.5%+7.3pp | 67.6%+16.1pp |
| Annual return | 8.91% | 18.88%-10.0pp | 29.32%-20.4pp | 35.59%-26.7pp |
| Employer contribution / active EE | $1,130 | $2,369-52.3% | $3,023-62.6% | $2,755-59.0% |
| Participant deferral / active EE | $2,864 | $4,118-30.4% | $5,053-43.3% | $4,296-33.3% |
| Admin fee / account holder | $18,010 | $8,049+123.8% | $9,451+90.6% | $6,918+160.3% |