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 | $113,620 | $86,929+30.7% | $102,423+10.9% | $80,856+40.5% |
| Participation rate | 80.6% | 72.4%+8.3pp | 76.5%+4.2pp | 67.6%+13.0pp |
| Annual return | 8.30% | 18.88%-10.6pp | 29.32%-21.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,881 | $2,369-20.6% | $3,023-37.8% | $2,755-31.7% |
| Participant deferral / active EE | $4,754 | $4,118+15.4% | $5,053-5.9% | $4,296+10.7% |
| Admin fee / account holder | $6,753 | $8,049-16.1% | $9,451-28.5% | $6,918-2.4% |