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 | $116,827 | $123,793-5.6% | $177,821-34.3% | $79,858+46.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 3.03% | 22.82%-19.8pp | 48.32%-45.3pp | 31.71%-28.7pp |
| Employer contribution / active EE | $5,045 | $4,095+23.2% | $5,918-14.8% | $2,471+104.2% |
| Participant deferral / active EE | $5,108 | $5,956-14.2% | $7,714-33.8% | $3,740+36.6% |
| Admin fee / account holder | $2,162 | $7,243-70.2% | $12,427-82.6% | $5,306-59.3% |