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 | $154,259 | $78,520+96.5% | $96,576+59.7% | $82,448+87.1% |
| Participation rate | 75.7% | 77.7%-2.1pp | 81.4%-5.8pp | 68.1%+7.6pp |
| Annual return | 13.93% | 41.30%-27.4pp | 38.47%-24.5pp | 41.64%-27.7pp |
| Employer contribution / active EE | $893 | $2,630-66.0% | $3,553-74.9% | $2,551-65.0% |
| Participant deferral / active EE | $7,116 | $6,754+5.4% | $7,956-10.6% | $4,139+71.9% |
| Admin fee / account holder | $16,988 | $13,455+26.3% | $11,381+49.3% | $7,234+134.8% |