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 | $99,221 | $81,460+21.8% | $103,333-4.0% | $80,856+22.7% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 10.02% | 25.55%-15.5pp | 24.88%-14.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $2,897 | $3,105-6.7% | $3,868-25.1% | $2,755+5.2% |
| Participant deferral / active EE | $5,990 | $3,869+54.8% | $5,057+18.4% | $4,296+39.4% |
| Admin fee / account holder | $7,827 | $6,566+19.2% | $8,355-6.3% | $6,918+13.1% |