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 | $118,412 | $81,248+45.7% | $155,509-23.9% | $80,856+46.4% |
| Participation rate | 81.5% | 66.2%+15.3pp | 78.2%+3.4pp | 67.6%+13.9pp |
| Annual return | 6.50% | 33.31%-26.8pp | 64.67%-58.2pp | 35.59%-29.1pp |
| Employer contribution / active EE | $2,688 | $3,100-13.3% | $4,672-42.5% | $2,755-2.4% |
| Participant deferral / active EE | $4,651 | $3,452+34.8% | $5,626-17.3% | $4,296+8.3% |
| Admin fee / account holder | $3,388 | $7,997-57.6% | $15,912-78.7% | $6,918-51.0% |