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 | $123,764 | $109,881+12.6% | $150,045-17.5% | $84,808+45.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 5.91% | 28.25%-22.3pp | 62.55%-56.6pp | 40.90%-35.0pp |
| Employer contribution / active EE | $3,044 | $3,561-14.5% | $4,693-35.1% | $2,631+15.7% |
| Participant deferral / active EE | $5,031 | $6,636-24.2% | $7,997-37.1% | $4,212+19.5% |
| Admin fee / account holder | $9,446 | $8,568+10.3% | $13,435-29.7% | $7,344+28.6% |