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 | $198,414 | $138,347+43.4% | $184,203+7.7% | $80,856+145.4% |
| Participation rate | 98.4% | 83.9%+14.6pp | 86.8%+11.6pp | 67.6%+30.8pp |
| Annual return | 10.06% | 20.02%-10.0pp | 28.81%-18.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $3,892 | $4,850-19.8% | $6,427-39.4% | $2,755+41.3% |
| Participant deferral / active EE | $8,178 | $7,071+15.7% | $9,131-10.4% | $4,296+90.4% |
| Admin fee / account holder | $10,509 | $10,483+0.2% | $13,901-24.4% | $6,918+51.9% |