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 | $123,485 | $78,422+57.5% | $95,952+28.7% | $79,858+54.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 2.13% | 19.37%-17.2pp | 91.61%-89.5pp | 31.71%-29.6pp |
| Employer contribution / active EE | $4,829 | $1,945+148.3% | $2,541+90.0% | $2,471+95.4% |
| Participant deferral / active EE | $4,652 | $3,440+35.2% | $4,167+11.6% | $3,740+24.4% |
| Admin fee / account holder | $1,178 | $5,622-79.0% | $6,795-82.7% | $5,306-77.8% |