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 | $97,376 | $73,787+32.0% | $98,716-1.4% | $82,448+18.1% |
| Participation rate | 70.3% | 61.4%+8.9pp | 69.3%+1.0pp | 68.1%+2.2pp |
| Annual return | 11.40% | 18.57%-7.2pp | 31.81%-20.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,544 | $1,511+2.2% | $2,279-32.2% | $2,551-39.5% |
| Participant deferral / active EE | $3,455 | $3,081+12.1% | $4,048-14.6% | $4,139-16.5% |
| Admin fee / account holder | $4,615 | $6,500-29.0% | $8,703-47.0% | $7,234-36.2% |