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 | $78,568 | $68,346+15.0% | $94,646-17.0% | $75,163+4.5% |
| Participation rate | 78.5% | 76.1%+2.4pp | 80.8%-2.4pp | 67.2%+11.3pp |
| Annual return | 7.44% | 616.93%-609.5pp | 156.71%-149.3pp | 160.62%-153.2pp |
| Employer contribution / active EE | $2,465 | $2,701-8.7% | $3,672-32.9% | $2,670-7.7% |
| Participant deferral / active EE | $5,243 | $6,537-19.8% | $7,418-29.3% | $4,125+27.1% |
| Admin fee / account holder | $9,127 | $5,326+71.4% | $7,231+26.2% | $5,651+61.5% |