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 | $114,678 | $80,717+42.1% | $154,803-25.9% | $84,808+35.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 78.1%-3.1pp | 68.3%+6.7pp |
| Annual return | 11.38% | 37.96%-26.6pp | 58.88%-47.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $3,320 | $2,761+20.2% | $4,305-22.9% | $2,631+26.2% |
| Participant deferral / active EE | $4,790 | $3,303+45.0% | $5,540-13.5% | $4,212+13.7% |
| Admin fee / account holder | $31,124 | $6,746+361.4% | $14,329+117.2% | $7,344+323.8% |