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 | $109,700 | $95,803+14.5% | $113,168-3.1% | $84,808+29.4% |
| Participation rate | 92.5% | 72.9%+19.6pp | 76.6%+15.9pp | 68.3%+24.2pp |
| Annual return | 12.00% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $976 | $2,360-58.6% | $2,975-67.2% | $2,631-62.9% |
| Participant deferral / active EE | $7,135 | $4,242+68.2% | $5,107+39.7% | $4,212+69.4% |
| Admin fee / account holder | $27,363 | $8,989+204.4% | $12,068+126.7% | $7,344+272.6% |