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 | $91,243 | $185,822-50.9% | $169,993-46.3% | $139,434-34.6% |
| Participation rate | 89.5% | 87.8%+1.7pp | 87.0%+2.5pp | 80.3%+9.2pp |
| Annual return | 6.32% | 60.50%-54.2pp | 53.37%-47.1pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,528 | $7,590-79.9% | $6,785-77.5% | $4,751-67.8% |
| Participant deferral / active EE | $4,048 | $11,622-65.2% | $10,408-61.1% | $6,710-39.7% |
| Admin fee / account holder | $17,556 | $15,381+14.1% | $12,815+37.0% | $11,403+54.0% |