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 | $159,075 | $73,933+115.2% | $96,683+64.5% | $75,163+111.6% |
| Participation rate | 72.5% | 66.4%+6.0pp | 74.3%-1.9pp | 67.2%+5.3pp |
| Annual return | 12.18% | 26.70%-14.5pp | 35.69%-23.5pp | 160.62%-148.4pp |
| Employer contribution / active EE | $2,742 | $2,928-6.3% | $3,737-26.6% | $2,670+2.7% |
| Participant deferral / active EE | $6,586 | $3,659+80.0% | $4,878+35.0% | $4,125+59.7% |
| Admin fee / account holder | $11,090 | $5,216+112.6% | $6,730+64.8% | $5,651+96.2% |