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 | $85,997 | $109,881-21.7% | $150,045-42.7% | $84,808+1.4% |
| Participation rate | 77.0% | 76.1%+0.9pp | 82.3%-5.3pp | 68.3%+8.7pp |
| Annual return | 13.56% | 28.25%-14.7pp | 62.55%-49.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,310 | $3,561-63.2% | $4,693-72.1% | $2,631-50.2% |
| Participant deferral / active EE | $4,133 | $6,636-37.7% | $7,997-48.3% | $4,212-1.9% |
| Admin fee / account holder | $7,023 | $8,568-18.0% | $13,435-47.7% | $7,344-4.4% |