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 | $199,991 | $110,257+81.4% | $96,544+107.2% | $139,434+43.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 5.94% | 26.32%-20.4pp | 25.84%-19.9pp | 372.94%-367.0pp |
| Employer contribution / active EE | $1,868 | $3,620-48.4% | $2,965-37.0% | $4,751-60.7% |
| Participant deferral / active EE | $4,372 | $5,548-21.2% | $4,851-9.9% | $6,710-34.8% |
| Admin fee / account holder | $9,960 | $11,591-14.1% | $8,252+20.7% | $11,403-12.7% |