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 | $114,697 | $109,881+4.4% | $150,045-23.6% | $84,808+35.2% |
| Participation rate | 73.9% | 76.1%-2.2pp | 82.3%-8.4pp | 68.3%+5.6pp |
| Annual return | 10.02% | 28.25%-18.2pp | 62.55%-52.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,139 | $3,561-68.0% | $4,693-75.7% | $2,631-56.7% |
| Participant deferral / active EE | $7,339 | $6,636+10.6% | $7,997-8.2% | $4,212+74.3% |
| Admin fee / account holder | $31,149 | $8,568+263.6% | $13,435+131.9% | $7,344+324.2% |