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 | $98,913 | $54,762+80.6% | $90,281+9.6% | $72,985+35.5% |
| Participation rate | 93.8% | 65.1%+28.6pp | 73.3%+20.5pp | 69.5%+24.3pp |
| Annual return | 9.95% | 30.63%-20.7pp | 78.10%-68.2pp | 81.00%-71.1pp |
| Employer contribution / active EE | $4,047 | $2,092+93.4% | $2,854+41.8% | $2,440+65.9% |
| Participant deferral / active EE | $4,126 | $2,887+42.9% | $3,885+6.2% | $3,607+14.4% |
| Admin fee / account holder | $9,446 | $3,972+137.8% | $5,351+76.5% | $5,124+84.3% |