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 | $122,699 | $54,541+125.0% | $78,778+55.8% | $70,131+75.0% |
| Participation rate | 86.5% | 60.8%+25.7pp | 69.2%+17.3pp | 69.5%+16.9pp |
| Annual return | 9.68% | 21.07%-11.4pp | 35.62%-25.9pp | 73.14%-63.5pp |
| Employer contribution / active EE | $2,174 | $1,089+99.8% | $1,986+9.5% | $2,342-7.2% |
| Participant deferral / active EE | $5,551 | $2,210+151.2% | $2,958+87.6% | $3,332+66.6% |
| Admin fee / account holder | $2,265 | $3,709-38.9% | $5,134-55.9% | $4,645-51.2% |