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 | $135,155 | $76,407+76.9% | $150,298-10.1% | $82,448+63.9% |
| Participation rate | 93.3% | 66.4%+26.9pp | 77.8%+15.6pp | 68.1%+25.3pp |
| Annual return | 12.80% | 39.99%-27.2pp | 62.79%-50.0pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,832 | $2,614+8.3% | $4,154-31.8% | $2,551+11.0% |
| Participant deferral / active EE | $5,161 | $3,214+60.5% | $5,453-5.4% | $4,139+24.7% |
| Admin fee / account holder | $8,791 | $6,352+38.4% | $14,116-37.7% | $7,234+21.5% |