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 | $202,034 | $138,347+46.0% | $184,203+9.7% | $80,856+149.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.29% | 20.02%-10.7pp | 28.81%-19.5pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,432 | $4,850-49.9% | $6,427-62.2% | $2,755-11.7% |
| Participant deferral / active EE | $7,352 | $7,071+4.0% | $9,131-19.5% | $4,296+71.2% |
| Admin fee / account holder | $12,351 | $10,483+17.8% | $13,901-11.1% | $6,918+78.5% |