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 | $124,926 | $60,892+105.2% | $82,389+51.6% | $84,808+47.3% |
| Participation rate | 95.7% | 63.3%+32.4pp | 69.5%+26.2pp | 68.3%+27.4pp |
| Annual return | 9.52% | 37.29%-27.8pp | 28.67%-19.1pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,154 | $1,779+21.0% | $2,517-14.4% | $2,631-18.1% |
| Participant deferral / active EE | $5,533 | $3,179+74.1% | $4,155+33.2% | $4,212+31.4% |
| Admin fee / account holder | $16,076 | $5,467+194.0% | $7,231+122.3% | $7,344+118.9% |