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 | $97,213 | $85,766+13.3% | $136,294-28.7% | $70,131+38.6% |
| Participation rate | 95.2% | 74.2%+21.1pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 13.18% | 31.45%-18.3pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,619 | $2,966-45.4% | $4,695-65.5% | $2,342-30.9% |
| Participant deferral / active EE | $2,270 | $5,051-55.1% | $6,247-63.7% | $3,332-31.9% |
| Admin fee / account holder | $5,488 | $5,420+1.3% | $9,243-40.6% | $4,645+18.1% |