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 | $117,084 | $80,717+45.1% | $154,803-24.4% | $84,808+38.1% |
| Participation rate | 91.4% | 66.8%+24.6pp | 78.1%+13.4pp | 68.3%+23.1pp |
| Annual return | 12.84% | 37.96%-25.1pp | 58.88%-46.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,927 | $2,761+6.0% | $4,305-32.0% | $2,631+11.3% |
| Participant deferral / active EE | $4,422 | $3,303+33.9% | $5,540-20.2% | $4,212+5.0% |
| Admin fee / account holder | $5,892 | $6,746-12.7% | $14,329-58.9% | $7,344-19.8% |