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 | $99,647 | $95,803+4.0% | $113,168-11.9% | $84,808+17.5% |
| Participation rate | 95.0% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.7pp |
| Annual return | 10.91% | 25.00%-14.1pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $917 | $2,360-61.2% | $2,975-69.2% | $2,631-65.2% |
| Participant deferral / active EE | $3,972 | $4,242-6.4% | $5,107-22.2% | $4,212-5.7% |
| Admin fee / account holder | $2,237 | $8,989-75.1% | $12,068-81.5% | $7,344-69.5% |