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 | $174,103 | $73,787+136.0% | $98,716+76.4% | $82,448+111.2% |
| Participation rate | 90.9% | 61.4%+29.5pp | 69.3%+21.6pp | 68.1%+22.8pp |
| Annual return | 10.53% | 18.57%-8.0pp | 31.81%-21.3pp | 41.64%-31.1pp |
| Employer contribution / active EE | $1,818 | $1,511+20.3% | $2,279-20.2% | $2,551-28.7% |
| Participant deferral / active EE | $7,510 | $3,081+143.7% | $4,048+85.5% | $4,139+81.4% |
| Admin fee / account holder | $7,942 | $6,500+22.2% | $8,703-8.7% | $7,234+9.8% |