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 | $98,248 | $95,453+2.9% | $112,040-12.3% | $82,448+19.2% |
| Participation rate | 90.3% | 72.8%+17.6pp | 76.5%+13.8pp | 68.1%+22.3pp |
| Annual return | 9.72% | 23.92%-14.2pp | 24.52%-14.8pp | 41.64%-31.9pp |
| Employer contribution / active EE | $2,799 | $2,318+20.8% | $2,954-5.2% | $2,551+9.7% |
| Participant deferral / active EE | $4,438 | $4,224+5.1% | $5,098-12.9% | $4,139+7.2% |
| Admin fee / account holder | $33,578 | $9,013+272.5% | $12,098+177.5% | $7,234+364.1% |