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 | $96,051 | $88,672+8.3% | $105,223-8.7% | $82,448+16.5% |
| Participation rate | 86.2% | 67.9%+18.3pp | 75.0%+11.2pp | 68.1%+18.1pp |
| Annual return | 11.08% | 30.86%-19.8pp | 180.65%-169.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,299 | $3,048-57.4% | $3,689-64.8% | $2,551-49.1% |
| Participant deferral / active EE | $4,432 | $4,036+9.8% | $5,072-12.6% | $4,139+7.1% |
| Admin fee / account holder | $8,397 | $7,146+17.5% | $8,859-5.2% | $7,234+16.1% |