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 | $179,787 | $146,267+22.9% | $197,124-8.8% | $82,448+118.1% |
| Participation rate | 81.6% | 84.0%-2.4pp | 86.7%-5.1pp | 68.1%+13.5pp |
| Annual return | 13.03% | 29.61%-16.6pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $3,150 | $4,723-33.3% | $6,227-49.4% | $2,551+23.5% |
| Participant deferral / active EE | $8,196 | $7,035+16.5% | $9,135-10.3% | $4,139+98.0% |
| Admin fee / account holder | $24,071 | $14,422+66.9% | $16,298+47.7% | $7,234+232.7% |