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 | $171,327 | $138,347+23.8% | $184,203-7.0% | $80,856+111.9% |
| Participation rate | 94.2% | 83.9%+10.3pp | 86.8%+7.4pp | 67.6%+26.6pp |
| Annual return | 4.06% | 20.02%-16.0pp | 28.81%-24.7pp | 35.59%-31.5pp |
| Employer contribution / active EE | $5,194 | $4,850+7.1% | $6,427-19.2% | $2,755+88.6% |
| Participant deferral / active EE | $4,100 | $7,071-42.0% | $9,131-55.1% | $4,296-4.6% |
| Admin fee / account holder | $16,535 | $10,483+57.7% | $13,901+19.0% | $6,918+139.0% |