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 | $170,099 | $64,480+163.8% | $81,382+109.0% | $80,856+110.4% |
| Participation rate | 78.6% | 63.9%+14.7pp | 69.5%+9.1pp | 67.6%+10.9pp |
| Annual return | 10.24% | 16.34%-6.1pp | 24.73%-14.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $4,314 | $1,978+118.0% | $2,463+75.2% | $2,755+56.6% |
| Participant deferral / active EE | $11,129 | $3,094+259.7% | $3,883+186.6% | $4,296+159.1% |
| Admin fee / account holder | $7,870 | $5,671+38.8% | $5,768+36.4% | $6,918+13.8% |