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 | $114,308 | $109,881+4.0% | $150,045-23.8% | $84,808+34.8% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 9.64% | 28.25%-18.6pp | 62.55%-52.9pp | 40.90%-31.3pp |
| Employer contribution / active EE | $2,743 | $3,561-23.0% | $4,693-41.6% | $2,631+4.3% |
| Participant deferral / active EE | $3,824 | $6,636-42.4% | $7,997-52.2% | $4,212-9.2% |
| Admin fee / account holder | $32,164 | $8,568+275.4% | $13,435+139.4% | $7,344+338.0% |