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 | $100,332 | $125,758-20.2% | $169,993-41.0% | $75,163+33.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.36% | 27.20%-13.8pp | 53.37%-40.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $3,602 | $4,615-22.0% | $6,785-46.9% | $2,670+34.9% |
| Participant deferral / active EE | $3,815 | $6,837-44.2% | $10,408-63.3% | $4,125-7.5% |
| Admin fee / account holder | $7,953 | $8,173-2.7% | $12,815-37.9% | $5,651+40.7% |