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 | $165,220 | $78,672+110.0% | $109,143+51.4% | $85,850+92.5% |
| Participation rate | 75.5% | 68.3%+7.2pp | 75.9%-0.4pp | 69.3%+6.2pp |
| Annual return | 10.19% | 25.09%-14.9pp | 25.75%-15.6pp | 318.53%-308.3pp |
| Employer contribution / active EE | $2,598 | $2,735-5.0% | $3,722-30.2% | $2,565+1.3% |
| Participant deferral / active EE | $5,122 | $3,467+47.7% | $4,653+10.1% | $3,952+29.6% |
| Admin fee / account holder | $18,129 | $5,469+231.5% | $6,752+168.5% | $6,260+189.6% |