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 | $105,862 | $94,625+11.9% | $116,228-8.9% | $84,808+24.8% |
| Participation rate | 92.0% | 70.4%+21.6pp | 74.6%+17.4pp | 68.3%+23.7pp |
| Annual return | 11.91% | 20.40%-8.5pp | 90.06%-78.1pp | 40.90%-29.0pp |
| Employer contribution / active EE | $2,771 | $2,347+18.1% | $2,994-7.5% | $2,631+5.3% |
| Participant deferral / active EE | $8,594 | $3,972+116.4% | $4,953+73.5% | $4,212+104.0% |
| Admin fee / account holder | $7,622 | $10,091-24.5% | $11,989-36.4% | $7,344+3.8% |