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 | $120,983 | $78,422+54.3% | $95,952+26.1% | $79,858+51.5% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 7.61% | 19.37%-11.8pp | 91.61%-84.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $3,921 | $1,945+101.6% | $2,541+54.3% | $2,471+58.7% |
| Participant deferral / active EE | $5,344 | $3,440+55.4% | $4,167+28.2% | $3,740+42.9% |
| Admin fee / account holder | $13,020 | $5,622+131.6% | $6,795+91.6% | $5,306+145.4% |