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 | $142,879 | $85,766+66.6% | $136,294+4.8% | $70,131+103.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 81.9%-6.9pp | 69.5%+5.5pp |
| Annual return | 13.44% | 31.45%-18.0pp | 5155.94%-5142.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,375 | $5,051+46.0% | $6,247+18.1% | $3,332+121.4% |
| Admin fee / account holder | $9,755 | $5,420+80.0% | $9,243+5.5% | $4,645+110.0% |