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 | $97,118 | $76,050+27.7% | $96,544+0.6% | $71,457+35.9% |
| Participation rate | 73.8% | 74.4%-0.6pp | 76.0%-2.2pp | 67.9%+5.9pp |
| Annual return | 10.94% | 22.81%-11.9pp | 25.84%-14.9pp | 28.85%-17.9pp |
| Employer contribution / active EE | $2,649 | $2,244+18.1% | $2,965-10.6% | $2,588+2.4% |
| Participant deferral / active EE | $5,566 | $4,215+32.0% | $4,851+14.7% | $4,289+29.8% |
| Admin fee / account holder | $27,945 | $2,707+932.3% | $8,252+238.6% | $1,587+1660.5% |