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 | $101,627 | $69,977+45.2% | $108,579-6.4% | $62,891+61.6% |
| Participation rate | 78.9% | 72.9%+6.1pp | 79.6%-0.6pp | 69.3%+9.6pp |
| Annual return | 1.44% | 10.73%-9.3pp | -51.70%+53.1pp | 20.14%-18.7pp |
| Employer contribution / active EE | $541 | $2,135-74.6% | $3,758-85.6% | $2,281-76.3% |
| Participant deferral / active EE | $4,029 | $3,165+27.3% | $4,311-6.5% | $3,203+25.8% |
| Admin fee / account holder | $6,591 | $5,076+29.8% | $7,645-13.8% | $4,296+53.4% |