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 | $104,610 | $89,753+16.6% | $107,525-2.7% | $84,808+23.4% |
| Participation rate | 82.9% | 68.1%+14.9pp | 75.1%+7.9pp | 68.3%+14.6pp |
| Annual return | 11.58% | 29.48%-17.9pp | 181.32%-169.7pp | 40.90%-29.3pp |
| Employer contribution / active EE | $2,644 | $3,113-15.1% | $3,754-29.6% | $2,631+0.5% |
| Participant deferral / active EE | $6,188 | $4,056+52.6% | $5,116+21.0% | $4,212+46.9% |
| Admin fee / account holder | $7,368 | $7,222+2.0% | $8,919-17.4% | $7,344+0.3% |