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 | $146,067 | $83,477+75.0% | $125,175+16.7% | $72,985+100.1% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.7pp | 69.5%+25.0pp |
| Annual return | 12.00% | 25.78%-13.8pp | 43.79%-31.8pp | 81.00%-69.0pp |
| Employer contribution / active EE | $2,935 | $2,345+25.2% | $3,865-24.1% | $2,440+20.3% |
| Participant deferral / active EE | $6,786 | $3,585+89.3% | $4,937+37.5% | $3,607+88.1% |
| Admin fee / account holder | $12,918 | $5,517+134.1% | $9,702+33.1% | $5,124+152.1% |