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 | $106,533 | $93,571+13.9% | $135,903-21.6% | $75,163+41.7% |
| Participation rate | 79.5% | 75.2%+4.3pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 9.62% | 30.90%-21.3pp | 68.23%-58.6pp | 160.62%-151.0pp |
| Employer contribution / active EE | $1,928 | $3,537-45.5% | $4,856-60.3% | $2,670-27.8% |
| Participant deferral / active EE | $4,531 | $6,404-29.3% | $7,758-41.6% | $4,125+9.8% |
| Admin fee / account holder | $9,829 | $6,975+40.9% | $10,762-8.7% | $5,651+73.9% |