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 | $126,194 | $71,050+77.6% | $93,606+34.8% | $80,856+56.1% |
| Participation rate | 81.0% | 60.4%+20.5pp | 68.7%+12.2pp | 67.6%+13.3pp |
| Annual return | 7.75% | 11.26%-3.5pp | 133.20%-125.4pp | 35.59%-27.8pp |
| Employer contribution / active EE | $1,553 | $1,564-0.7% | $2,420-35.8% | $2,755-43.6% |
| Participant deferral / active EE | $5,463 | $4,034+35.4% | $4,411+23.8% | $4,296+27.2% |
| Admin fee / account holder | $3,078 | $6,945-55.7% | $8,285-62.8% | $6,918-55.5% |