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 | $130,080 | $81,460+59.7% | $103,333+25.9% | $80,856+60.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 8.77% | 25.55%-16.8pp | 24.88%-16.1pp | 35.59%-26.8pp |
| Employer contribution / active EE | $1,983 | $3,105-36.2% | $3,868-48.7% | $2,755-28.0% |
| Participant deferral / active EE | $6,725 | $3,869+73.8% | $5,057+33.0% | $4,296+56.5% |
| Admin fee / account holder | $9,748 | $6,566+48.5% | $8,355+16.7% | $6,918+40.9% |