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 | $155,086 | $109,881+41.1% | $150,045+3.4% | $84,808+82.9% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 6.99% | 28.25%-21.3pp | 62.55%-55.6pp | 40.90%-33.9pp |
| Employer contribution / active EE | $3,432 | $3,561-3.6% | $4,693-26.9% | $2,631+30.5% |
| Participant deferral / active EE | $7,963 | $6,636+20.0% | $7,997-0.4% | $4,212+89.1% |
| Admin fee / account holder | $101,129 | $8,568+1080.3% | $13,435+652.7% | $7,344+1277.1% |