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 | $100,708 | $87,037+15.7% | $106,201-5.2% | $80,874+24.5% |
| Participation rate | 76.7% | 70.4%+6.2pp | 75.3%+1.4pp | 67.6%+9.0pp |
| Annual return | 9.16% | 17.05%-7.9pp | 116.26%-107.1pp | 35.62%-26.5pp |
| Employer contribution / active EE | $2,698 | $2,396+12.6% | $3,170-14.9% | $2,756-2.1% |
| Participant deferral / active EE | $2,835 | $3,986-28.9% | $5,012-43.4% | $4,297-34.0% |
| Admin fee / account holder | $6,737 | $8,434-20.1% | $11,039-39.0% | $6,935-2.9% |