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 | $242,088 | $123,793+95.6% | $177,821+36.1% | $79,858+203.1% |
| Participation rate | 92.0% | 84.7%+7.3pp | 87.7%+4.3pp | 69.6%+22.4pp |
| Annual return | 7.67% | 22.82%-15.2pp | 48.32%-40.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $2,963 | $4,095-27.6% | $5,918-49.9% | $2,471+19.9% |
| Participant deferral / active EE | $7,303 | $5,956+22.6% | $7,714-5.3% | $3,740+95.3% |
| Admin fee / account holder | $1,550 | $7,243-78.6% | $12,427-87.5% | $5,306-70.8% |