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 | $160,537 | $73,933+117.1% | $96,683+66.0% | $75,163+113.6% |
| Participation rate | 86.6% | 66.4%+20.1pp | 74.3%+12.2pp | 67.2%+19.4pp |
| Annual return | 13.18% | 26.70%-13.5pp | 35.69%-22.5pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,175 | $2,928-59.9% | $3,737-68.5% | $2,670-56.0% |
| Participant deferral / active EE | $11,821 | $3,659+223.1% | $4,878+142.3% | $4,125+186.6% |
| Admin fee / account holder | $3,455 | $5,216-33.8% | $6,730-48.7% | $5,651-38.9% |