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 | $155,213 | $201,272-22.9% | $184,203-15.7% | $145,922+6.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 8.98% | 29.00%-20.0pp | 28.81%-19.8pp | 561.29%-552.3pp |
| Employer contribution / active EE | $2,072 | $7,022-70.5% | $6,427-67.8% | $4,660-55.5% |
| Participant deferral / active EE | $4,986 | $9,806-49.2% | $9,131-45.4% | $6,688-25.4% |
| Admin fee / account holder | $4,169 | $16,364-74.5% | $13,901-70.0% | $13,397-68.9% |