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 | $110,946 | $86,929+27.6% | $102,423+8.3% | $80,856+37.2% |
| Participation rate | 87.1% | 72.4%+14.7pp | 76.5%+10.6pp | 67.6%+19.4pp |
| Annual return | 9.08% | 18.88%-9.8pp | 29.32%-20.2pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,765 | $2,369+16.7% | $3,023-8.5% | $2,755+0.4% |
| Participant deferral / active EE | $3,811 | $4,118-7.5% | $5,053-24.6% | $4,296-11.3% |
| Admin fee / account holder | $4,185 | $8,049-48.0% | $9,451-55.7% | $6,918-39.5% |