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 | $95,946 | $74,927+28.1% | $101,794-5.7% | $84,808+13.1% |
| Participation rate | 84.5% | 61.4%+23.1pp | 69.2%+15.3pp | 68.3%+16.2pp |
| Annual return | 11.21% | 18.70%-7.5pp | 30.53%-19.3pp | 40.90%-29.7pp |
| Employer contribution / active EE | $1,196 | $1,522-21.4% | $2,289-47.8% | $2,631-54.6% |
| Participant deferral / active EE | $3,734 | $3,099+20.5% | $4,084-8.6% | $4,212-11.3% |
| Admin fee / account holder | $13,765 | $6,514+111.3% | $8,777+56.8% | $7,344+87.4% |