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 | $155,293 | $58,512+165.4% | $84,015+84.8% | $72,985+112.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 13.36% | 28.93%-15.6pp | 71.31%-57.9pp | 81.00%-67.6pp |
| Employer contribution / active EE | $2,599 | $1,163+123.5% | $1,983+31.1% | $2,440+6.5% |
| Participant deferral / active EE | $4,852 | $2,394+102.7% | $3,239+49.8% | $3,607+34.5% |
| Admin fee / account holder | $19,459 | $4,569+325.9% | $6,101+219.0% | $5,124+279.7% |