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 | $178,059 | $78,422+127.1% | $95,952+85.6% | $79,858+123.0% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | 8.90% | 19.37%-10.5pp | 91.61%-82.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,003 | $1,945-48.4% | $2,541-60.5% | $2,471-59.4% |
| Participant deferral / active EE | $4,332 | $3,440+25.9% | $4,167+4.0% | $3,740+15.8% |
| Admin fee / account holder | $4,913 | $5,622-12.6% | $6,795-27.7% | $5,306-7.4% |