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 | $148,646 | $72,277+105.7% | $101,248+46.8% | $79,858+86.1% |
| Participation rate | 80.8% | 68.5%+12.3pp | 75.8%+5.0pp | 69.6%+11.1pp |
| Annual return | -5.77% | 22.30%-28.1pp | 46.47%-52.2pp | 31.71%-37.5pp |
| Employer contribution / active EE | $4,846 | $2,692+80.0% | $3,660+32.4% | $2,471+96.1% |
| Participant deferral / active EE | $4,769 | $3,282+45.3% | $4,370+9.1% | $3,740+27.5% |
| Admin fee / account holder | $18,925 | $4,400+330.1% | $5,945+218.3% | $5,306+256.7% |