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 | $97,055 | $95,453+1.7% | $112,040-13.4% | $82,448+17.7% |
| Participation rate | 77.4% | 72.8%+4.7pp | 76.5%+0.9pp | 68.1%+9.4pp |
| Annual return | 9.34% | 23.92%-14.6pp | 24.52%-15.2pp | 41.64%-32.3pp |
| Employer contribution / active EE | $815 | $2,318-64.8% | $2,954-72.4% | $2,551-68.1% |
| Participant deferral / active EE | $3,259 | $4,224-22.8% | $5,098-36.1% | $4,139-21.3% |
| Admin fee / account holder | $9,316 | $9,013+3.4% | $12,098-23.0% | $7,234+28.8% |