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 | $128,565 | $55,706+130.8% | $75,886+69.4% | $72,985+76.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 16.11% | 27.59%-11.5pp | 30.76%-14.6pp | 81.00%-64.9pp |
| Employer contribution / active EE | $4,443 | $1,687+163.4% | $2,500+77.7% | $2,440+82.1% |
| Participant deferral / active EE | $5,288 | $2,634+100.8% | $3,603+46.8% | $3,607+46.6% |
| Admin fee / account holder | $3,987 | $3,978+0.2% | $5,418-26.4% | $5,124-22.2% |