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 | $121,082 | $109,359+10.7% | $162,163-25.3% | $72,985+65.9% |
| Participation rate | 91.8% | 84.3%+7.6pp | 87.6%+4.3pp | 69.5%+22.4pp |
| Annual return | 16.66% | 25.46%-8.8pp | 115.59%-98.9pp | 81.00%-64.3pp |
| Employer contribution / active EE | $5,054 | $3,907+29.3% | $5,614-10.0% | $2,440+107.1% |
| Participant deferral / active EE | $4,468 | $5,481-18.5% | $7,298-38.8% | $3,607+23.9% |
| Admin fee / account holder | $468 | $7,972-94.1% | $10,843-95.7% | $5,124-90.9% |