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 | $181,563 | $148,534+22.2% | $135,903+33.6% | $139,434+30.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 9.02% | 79.19%-70.2pp | 68.23%-59.2pp | 372.94%-363.9pp |
| Employer contribution / active EE | $1,394 | $5,243-73.4% | $4,856-71.3% | $4,751-70.7% |
| Participant deferral / active EE | $12,875 | $8,100+58.9% | $7,758+66.0% | $6,710+91.9% |
| Admin fee / account holder | $1,177 | $12,400-90.5% | $10,762-89.1% | $11,403-89.7% |