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 | $138,967 | $109,881+26.5% | $150,045-7.4% | $84,808+63.9% |
| Participation rate | 77.5% | 76.1%+1.4pp | 82.3%-4.8pp | 68.3%+9.2pp |
| Annual return | 13.66% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,613 | $3,561-26.6% | $4,693-44.3% | $2,631-0.7% |
| Participant deferral / active EE | $6,973 | $6,636+5.1% | $7,997-12.8% | $4,212+65.6% |
| Admin fee / account holder | $4,286 | $8,568-50.0% | $13,435-68.1% | $7,344-41.6% |