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 | $102,962 | $123,793-16.8% | $177,821-42.1% | $79,858+28.9% |
| Participation rate | 76.1% | 84.7%-8.6pp | 87.7%-11.6pp | 69.6%+6.5pp |
| Annual return | 10.26% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $3,223 | $4,095-21.3% | $5,918-45.5% | $2,471+30.4% |
| Participant deferral / active EE | $4,533 | $5,956-23.9% | $7,714-41.2% | $3,740+21.2% |
| Admin fee / account holder | $3,388 | $7,243-53.2% | $12,427-72.7% | $5,306-36.2% |