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 | $100,620 | $93,571+7.5% | $135,903-26.0% | $75,163+33.9% |
| Participation rate | 73.7% | 75.2%-1.5pp | 81.9%-8.2pp | 67.2%+6.5pp |
| Annual return | 14.00% | 30.90%-16.9pp | 68.23%-54.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,896 | $3,537-46.4% | $4,856-61.0% | $2,670-29.0% |
| Participant deferral / active EE | $5,981 | $6,404-6.6% | $7,758-22.9% | $4,125+45.0% |
| Admin fee / account holder | $5,221 | $6,975-25.1% | $10,762-51.5% | $5,651-7.6% |