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 | $84,211 | $81,248+3.6% | $155,509-45.8% | $80,856+4.1% |
| Participation rate | 74.3% | 66.2%+8.1pp | 78.2%-3.9pp | 67.6%+6.6pp |
| Annual return | 9.07% | 33.31%-24.2pp | 64.67%-55.6pp | 35.59%-26.5pp |
| Employer contribution / active EE | $3,454 | $3,100+11.4% | $4,672-26.1% | $2,755+25.4% |
| Participant deferral / active EE | $5,439 | $3,452+57.6% | $5,626-3.3% | $4,296+26.6% |
| Admin fee / account holder | $8,024 | $7,997+0.3% | $15,912-49.6% | $6,918+16.0% |