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 | $140,296 | $138,347+1.4% | $184,203-23.8% | $80,856+73.5% |
| Participation rate | 87.2% | 83.9%+3.3pp | 86.8%+0.4pp | 67.6%+19.5pp |
| Annual return | 9.37% | 20.02%-10.6pp | 28.81%-19.4pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,564 | $4,850-67.8% | $6,427-75.7% | $2,755-43.2% |
| Participant deferral / active EE | $3,892 | $7,071-45.0% | $9,131-57.4% | $4,296-9.4% |
| Admin fee / account holder | $10,734 | $10,483+2.4% | $13,901-22.8% | $6,918+55.2% |