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 | $54,118 | $98,750-45.2% | $149,696-63.8% | $79,858-32.2% |
| Participation rate | 79.4% | 75.8%+3.6pp | 82.5%-3.1pp | 69.6%+9.8pp |
| Annual return | 10.47% | 27.43%-17.0pp | 276.60%-266.1pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,697 | $3,216-16.2% | $4,644-41.9% | $2,471+9.1% |
| Participant deferral / active EE | $5,405 | $5,680-4.8% | $6,842-21.0% | $3,740+44.5% |
| Admin fee / account holder | $7,492 | $6,053+23.8% | $9,309-19.5% | $5,306+41.2% |