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 | $162,060 | $86,929+86.4% | $102,423+58.2% | $80,856+100.4% |
| Participation rate | 89.2% | 72.4%+16.8pp | 76.5%+12.7pp | 67.6%+21.6pp |
| Annual return | 9.40% | 18.88%-9.5pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $3,504 | $2,369+47.9% | $3,023+15.9% | $2,755+27.2% |
| Participant deferral / active EE | $4,487 | $4,118+9.0% | $5,053-11.2% | $4,296+4.5% |
| Admin fee / account holder | $9,740 | $8,049+21.0% | $9,451+3.1% | $6,918+40.8% |