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 | $164,246 | $106,749+53.9% | $145,433+12.9% | $82,448+99.2% |
| Participation rate | 85.7% | 75.6%+10.1pp | 82.1%+3.6pp | 68.1%+17.6pp |
| Annual return | 11.91% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,548 | $3,444-26.0% | $4,554-44.1% | $2,551-0.1% |
| Participant deferral / active EE | $9,300 | $6,519+42.7% | $7,897+17.8% | $4,139+124.7% |
| Admin fee / account holder | $66,271 | $8,390+689.9% | $13,129+404.8% | $7,234+816.1% |