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 9-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 | $109,100 | $77,896+40.1% | $134,172-18.7% | $82,448+32.3% |
| Participation rate | 72.4% | 62.8%+9.6pp | 72.5%-0.1pp | 68.1%+4.3pp |
| Annual return | 10.47% | 18.21%-7.7pp | 25.30%-14.8pp | 41.64%-31.2pp |
| Employer contribution / active EE | $6,005 | $2,159+178.1% | $3,420+75.6% | $2,551+135.4% |
| Participant deferral / active EE | $7,130 | $3,162+125.5% | $4,690+52.0% | $4,139+72.3% |
| Admin fee / account holder | $10,078 | $6,336+59.1% | $12,016-16.1% | $7,234+39.3% |