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 | $148,978+20.7% | $200,582-10.4% | $84,808+112.0% |
| Participation rate | 81.6% | 84.2%-2.6pp | 86.9%-5.3pp | 68.3%+13.3pp |
| Annual return | 13.03% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $3,150 | $4,815-34.6% | $6,419-50.9% | $2,631+19.7% |
| Participant deferral / active EE | $8,196 | $7,142+14.8% | $9,331-12.2% | $4,212+94.6% |
| Admin fee / account holder | $24,071 | $13,977+72.2% | $16,305+47.6% | $7,344+227.8% |