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 | $106,749+30.2% | $145,433-4.4% | $82,448+68.6% |
| Participation rate | 77.5% | 75.6%+1.9pp | 82.1%-4.6pp | 68.1%+9.4pp |
| Annual return | 13.66% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,613 | $3,444-24.2% | $4,554-42.6% | $2,551+2.4% |
| Participant deferral / active EE | $6,973 | $6,519+7.0% | $7,897-11.7% | $4,139+68.5% |
| Admin fee / account holder | $4,286 | $8,390-48.9% | $13,129-67.4% | $7,234-40.8% |