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 | $101,232 | $73,933+36.9% | $96,683+4.7% | $75,163+34.7% |
| Participation rate | 97.8% | 66.4%+31.4pp | 74.3%+23.5pp | 67.2%+30.6pp |
| Annual return | 6.26% | 26.70%-20.4pp | 35.69%-29.4pp | 160.62%-154.4pp |
| Employer contribution / active EE | $3,766 | $2,928+28.6% | $3,737+0.8% | $2,670+41.1% |
| Participant deferral / active EE | $5,987 | $3,659+63.6% | $4,878+22.7% | $4,125+45.1% |
| Admin fee / account holder | $11,323 | $5,216+117.1% | $6,730+68.3% | $5,651+100.4% |