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 | $113,366 | $83,477+35.8% | $125,175-9.4% | $72,985+55.3% |
| Participation rate | 78.5% | 73.3%+5.2pp | 79.8%-1.3pp | 69.5%+9.0pp |
| Annual return | 0.96% | 25.78%-24.8pp | 43.79%-42.8pp | 81.00%-80.0pp |
| Employer contribution / active EE | $605 | $2,345-74.2% | $3,865-84.3% | $2,440-75.2% |
| Participant deferral / active EE | $3,259 | $3,585-9.1% | $4,937-34.0% | $3,607-9.7% |
| Admin fee / account holder | $3,458 | $5,517-37.3% | $9,702-64.4% | $5,124-32.5% |