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 | $106,602 | $72,277+47.5% | $101,248+5.3% | $79,858+33.5% |
| Participation rate | 80.4% | 68.5%+11.9pp | 75.8%+4.6pp | 69.6%+10.8pp |
| Annual return | 9.14% | 22.30%-13.2pp | 46.47%-37.3pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,522 | $2,692-6.3% | $3,660-31.1% | $2,471+2.1% |
| Participant deferral / active EE | $5,362 | $3,282+63.4% | $4,370+22.7% | $3,740+43.4% |
| Admin fee / account holder | $2,678 | $4,400-39.1% | $5,945-54.9% | $5,306-49.5% |