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 | $168,536 | $125,758+34.0% | $169,993-0.9% | $75,163+124.2% |
| Participation rate | 82.6% | 83.6%-1.0pp | 87.0%-4.4pp | 67.2%+15.4pp |
| Annual return | 12.28% | 27.20%-14.9pp | 53.37%-41.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,102 | $4,615-54.5% | $6,785-69.0% | $2,670-21.3% |
| Participant deferral / active EE | $3,820 | $6,837-44.1% | $10,408-63.3% | $4,125-7.4% |
| Admin fee / account holder | $6,791 | $8,173-16.9% | $12,815-47.0% | $5,651+20.2% |