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 | $106,241 | $86,286+23.1% | $111,297-4.5% | $85,850+23.8% |
| Participation rate | 94.0% | 73.3%+20.7pp | 77.3%+16.7pp | 69.3%+24.7pp |
| Annual return | 8.80% | 19.99%-11.2pp | 54.65%-45.8pp | 318.53%-309.7pp |
| Employer contribution / active EE | $5,340 | $2,043+161.4% | $2,731+95.5% | $2,565+108.2% |
| Participant deferral / active EE | $4,708 | $3,641+29.3% | $4,487+4.9% | $3,952+19.1% |
| Admin fee / account holder | $2,384 | $8,188-70.9% | $7,964-70.1% | $6,260-61.9% |