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 | $88,042 | $69,477+26.7% | $94,646-7.0% | $71,457+23.2% |
| Participation rate | 75.5% | 78.4%-3.0pp | 80.8%-5.3pp | 67.9%+7.6pp |
| Annual return | 15.45% | 29.66%-14.2pp | 156.71%-141.3pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,696 | $2,853+29.5% | $3,672+0.6% | $2,588+42.8% |
| Participant deferral / active EE | $7,952 | $7,345+8.3% | $7,418+7.2% | $4,289+85.4% |
| Admin fee / account holder | $7,840 | $1,210+548.1% | $7,231+8.4% | $1,587+393.9% |