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 | $112,218 | $77,899+44.1% | $149,673-25.0% | $75,163+49.3% |
| Participation rate | 73.6% | 65.6%+8.0pp | 78.8%-5.2pp | 67.2%+6.4pp |
| Annual return | 1.86% | 31.72%-29.9pp | 134.42%-132.6pp | 160.62%-158.8pp |
| Employer contribution / active EE | $2,848 | $3,137-9.2% | $4,818-40.9% | $2,670+6.7% |
| Participant deferral / active EE | $1,369 | $3,411-59.9% | $5,680-75.9% | $4,125-66.8% |
| Admin fee / account holder | $1,086 | $5,956-81.8% | $13,210-91.8% | $5,651-80.8% |