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 | $179,938 | $95,803+87.8% | $113,168+59.0% | $84,808+112.2% |
| Participation rate | 96.3% | 72.9%+23.4pp | 76.6%+19.7pp | 68.3%+28.0pp |
| Annual return | 8.59% | 25.00%-16.4pp | 24.27%-15.7pp | 40.90%-32.3pp |
| Employer contribution / active EE | $5,519 | $2,360+133.8% | $2,975+85.5% | $2,631+109.8% |
| Participant deferral / active EE | $4,162 | $4,242-1.9% | $5,107-18.5% | $4,212-1.2% |
| Admin fee / account holder | $946 | $8,989-89.5% | $12,068-92.2% | $7,344-87.1% |