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 | $165,681 | $109,413+51.4% | $156,263+6.0% | $84,808+95.4% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 7.32% | 20.18%-12.9pp | 59.47%-52.2pp | 40.90%-33.6pp |
| Employer contribution / active EE | $9,665 | $2,907+232.5% | $4,333+123.1% | $2,631+267.4% |
| Participant deferral / active EE | $3,947 | $4,590-14.0% | $6,158-35.9% | $4,212-6.3% |
| Admin fee / account holder | $627 | $9,357-93.3% | $14,255-95.6% | $7,344-91.5% |