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 | $95,687 | $63,764+50.1% | $81,930+16.8% | $79,858+19.8% |
| Participation rate | 71.8% | 67.5%+4.3pp | 72.0%-0.2pp | 69.6%+2.1pp |
| Annual return | 3.12% | 22.66%-19.5pp | 29.49%-26.4pp | 31.71%-28.6pp |
| Employer contribution / active EE | $2,538 | $1,795+41.4% | $4,310-41.1% | $2,471+2.7% |
| Participant deferral / active EE | $3,218 | $2,780+15.8% | $7,107-54.7% | $3,740-13.9% |
| Admin fee / account holder | $5,735 | $4,426+29.6% | $5,158+11.2% | $5,306+8.1% |