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 | $107,083 | $81,248+31.8% | $155,509-31.1% | $80,856+32.4% |
| Participation rate | 89.8% | 66.2%+23.6pp | 78.2%+11.6pp | 67.6%+22.2pp |
| Annual return | 9.18% | 33.31%-24.1pp | 64.67%-55.5pp | 35.59%-26.4pp |
| Employer contribution / active EE | $4,530 | $3,100+46.1% | $4,672-3.1% | $2,755+64.4% |
| Participant deferral / active EE | $3,034 | $3,452-12.1% | $5,626-46.1% | $4,296-29.4% |
| Admin fee / account holder | $12,918 | $7,997+61.5% | $15,912-18.8% | $6,918+86.7% |