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 | $101,594 | $101,724-0.1% | $164,813-38.4% | $80,856+25.6% |
| Participation rate | 82.6% | 71.8%+10.8pp | 78.6%+4.0pp | 67.6%+15.0pp |
| Annual return | 8.09% | 16.72%-8.6pp | 69.93%-61.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $5,480 | $2,953+85.5% | $4,341+26.2% | $2,755+98.9% |
| Participant deferral / active EE | $2,624 | $4,477-41.4% | $6,031-56.5% | $4,296-38.9% |
| Admin fee / account holder | $19,238 | $8,227+133.8% | $12,690+51.6% | $6,918+178.1% |