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 | $158,553 | $109,359+45.0% | $162,163-2.2% | $72,985+117.2% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 9.74% | 25.46%-15.7pp | 115.59%-105.8pp | 81.00%-71.3pp |
| Employer contribution / active EE | $10,121 | $3,907+159.0% | $5,614+80.3% | $2,440+314.8% |
| Participant deferral / active EE | $10,926 | $5,481+99.3% | $7,298+49.7% | $3,607+202.9% |
| Admin fee / account holder | $1,518 | $7,972-81.0% | $10,843-86.0% | $5,124-70.4% |