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 | $83,922 | $63,764+31.6% | $81,930+2.4% | $79,858+5.1% |
| Participation rate | 71.2% | 67.5%+3.7pp | 72.0%-0.8pp | 69.6%+1.6pp |
| Annual return | 8.16% | 22.66%-14.5pp | 29.49%-21.3pp | 31.71%-23.6pp |
| Employer contribution / active EE | $525 | $1,795-70.7% | $4,310-87.8% | $2,471-78.7% |
| Participant deferral / active EE | $3,809 | $2,780+37.0% | $7,107-46.4% | $3,740+1.8% |
| Admin fee / account holder | $38,057 | $4,426+759.8% | $5,158+637.8% | $5,306+617.2% |