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 | $119,394 | $87,870+35.9% | $113,168+5.5% | $74,304+60.7% |
| Participation rate | 96.5% | 70.7%+25.8pp | 76.6%+20.0pp | 60.3%+36.2pp |
| Annual return | 10.76% | 26.44%-15.7pp | 24.27%-13.5pp | 29.43%-18.7pp |
| Employer contribution / active EE | $2,640 | $2,277+16.0% | $2,975-11.3% | $2,241+17.8% |
| Participant deferral / active EE | $4,272 | $4,241+0.7% | $5,107-16.4% | $3,767+13.4% |
| Admin fee / account holder | $4,285 | $3,368+27.2% | $12,068-64.5% | $2,969+44.3% |