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 | $95,226 | $49,657+91.8% | $93,063+2.3% | $67,986+40.1% |
| Participation rate | 70.2% | 49.9%+20.3pp | 72.1%-1.9pp | 57.2%+13.0pp |
| Annual return | 9.94% | 26.27%-16.3pp | 34.15%-24.2pp | 31.67%-21.7pp |
| Employer contribution / active EE | $891 | $1,279-30.3% | $2,476-64.0% | $2,019-55.9% |
| Participant deferral / active EE | $4,453 | $2,484+79.3% | $3,958+12.5% | $3,358+32.6% |
| Admin fee / account holder | $18,531 | $2,843+551.9% | $6,033+207.1% | $3,203+478.5% |