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 | $77,269 | $91,552-15.6% | $133,956-42.3% | $79,858-3.2% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.6%+9.9pp |
| Annual return | 8.74% | 61.85%-53.1pp | 45.09%-36.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,443 | $2,384-39.4% | $3,919-63.2% | $2,471-41.6% |
| Participant deferral / active EE | $2,445 | $3,733-34.5% | $5,048-51.6% | $3,740-34.6% |
| Admin fee / account holder | $2,963 | $6,321-53.1% | $8,927-66.8% | $5,306-44.2% |