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 | $150,020 | $60,892+146.4% | $82,389+82.1% | $84,808+76.9% |
| Participation rate | 96.3% | 63.3%+33.0pp | 69.5%+26.7pp | 68.3%+28.0pp |
| Annual return | 8.36% | 37.29%-28.9pp | 28.67%-20.3pp | 40.90%-32.5pp |
| Employer contribution / active EE | $3,370 | $1,779+89.4% | $2,517+33.9% | $2,631+28.1% |
| Participant deferral / active EE | $4,191 | $3,179+31.8% | $4,155+0.9% | $4,212-0.5% |
| Admin fee / account holder | $4,716 | $5,467-13.7% | $7,231-34.8% | $7,344-35.8% |