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 | $132,619 | $58,512+126.7% | $84,015+57.9% | $72,985+81.7% |
| Participation rate | 96.2% | 61.2%+35.0pp | 69.0%+27.2pp | 69.5%+26.7pp |
| Annual return | 13.77% | 28.93%-15.2pp | 71.31%-57.5pp | 81.00%-67.2pp |
| Employer contribution / active EE | $15,886 | $1,163+1266.0% | $1,983+700.9% | $2,440+551.1% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $11,412 | $4,569+149.8% | $6,101+87.1% | $5,124+122.7% |