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 | $117,314 | $87,013+34.8% | $106,213+10.5% | $80,856+45.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 9.95% | 17.05%-7.1pp | 116.14%-106.2pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,542 | $2,395-35.6% | $3,171-51.4% | $2,755-44.0% |
| Participant deferral / active EE | $5,852 | $3,986+46.8% | $5,016+16.7% | $4,296+36.2% |
| Admin fee / account holder | $12,074 | $8,431+43.2% | $11,033+9.4% | $6,918+74.5% |