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 | $170,589 | $109,413+55.9% | $156,263+9.2% | $84,808+101.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 10.84% | 20.18%-9.3pp | 59.47%-48.6pp | 40.90%-30.1pp |
| Employer contribution / active EE | $5,085 | $2,907+74.9% | $4,333+17.3% | $2,631+93.3% |
| Participant deferral / active EE | $5,515 | $4,590+20.2% | $6,158-10.4% | $4,212+31.0% |
| Admin fee / account holder | $7,774 | $9,357-16.9% | $14,255-45.5% | $7,344+5.9% |