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 | $138,011 | $68,719+100.8% | $91,541+50.8% | $84,808+62.7% |
| Participation rate | 82.8% | 64.5%+18.3pp | 69.8%+13.0pp | 68.3%+14.4pp |
| Annual return | 9.54% | 19.12%-9.6pp | 20.50%-11.0pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,754 | $1,920-8.6% | $2,505-30.0% | $2,631-33.3% |
| Participant deferral / active EE | $3,934 | $3,136+25.5% | $4,008-1.8% | $4,212-6.6% |
| Admin fee / account holder | $4,380 | $5,786-24.3% | $6,956-37.0% | $7,344-40.4% |