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 | $115,144 | $90,503+27.2% | $78,689+46.3% | $273,961-58.0% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 1.22% | 75.60%-74.4pp | 62.18%-61.0pp | 41.45%-40.2pp |
| Employer contribution / active EE | $5,087 | $3,176+60.2% | $2,851+78.5% | $4,869+4.5% |
| Participant deferral / active EE | $3,639 | $3,901-6.7% | $3,517+3.5% | $5,287-31.2% |
| Admin fee / account holder | $9,448 | $5,263+79.5% | $4,510+109.5% | $10,132-6.7% |