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 | $140,158 | $109,881+27.6% | $150,045-6.6% | $84,808+65.3% |
| Participation rate | 73.8% | 76.1%-2.3pp | 82.3%-8.6pp | 68.3%+5.4pp |
| Annual return | 7.14% | 28.25%-21.1pp | 62.55%-55.4pp | 40.90%-33.8pp |
| Employer contribution / active EE | $3,791 | $3,561+6.4% | $4,693-19.2% | $2,631+44.1% |
| Participant deferral / active EE | $9,602 | $6,636+44.7% | $7,997+20.1% | $4,212+128.0% |
| Admin fee / account holder | $54,319 | $8,568+534.0% | $13,435+304.3% | $7,344+639.7% |