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 | $91,630 | $81,248+12.8% | $155,509-41.1% | $80,856+13.3% |
| Participation rate | 71.6% | 66.2%+5.4pp | 78.2%-6.5pp | 67.6%+4.0pp |
| Annual return | 10.13% | 33.31%-23.2pp | 64.67%-54.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,365 | $3,100-56.0% | $4,672-70.8% | $2,755-50.5% |
| Participant deferral / active EE | $2,654 | $3,452-23.1% | $5,626-52.8% | $4,296-38.2% |
| Admin fee / account holder | $5,171 | $7,997-35.3% | $15,912-67.5% | $6,918-25.3% |