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 | $157,394 | $72,492+117.1% | $87,100+80.7% | $72,985+115.7% |
| Participation rate | 78.8% | 72.8%+6.0pp | 76.9%+1.9pp | 69.5%+9.3pp |
| Annual return | 15.53% | 24.46%-8.9pp | 28.19%-12.7pp | 81.00%-65.5pp |
| Employer contribution / active EE | $894 | $1,894-52.8% | $2,521-64.6% | $2,440-63.4% |
| Participant deferral / active EE | $3,814 | $3,270+16.6% | $4,049-5.8% | $3,607+5.7% |
| Admin fee / account holder | $14,163 | $5,055+180.2% | $7,497+88.9% | $5,124+176.4% |