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 | $114,262 | $95,803+19.3% | $113,168+1.0% | $84,808+34.7% |
| Participation rate | 79.4% | 72.9%+6.5pp | 76.6%+2.8pp | 68.3%+11.1pp |
| Annual return | 11.95% | 25.00%-13.1pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,177 | $2,360-50.1% | $2,975-60.4% | $2,631-55.3% |
| Participant deferral / active EE | $4,097 | $4,242-3.4% | $5,107-19.8% | $4,212-2.7% |
| Admin fee / account holder | $1,222 | $8,989-86.4% | $12,068-89.9% | $7,344-83.4% |