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 | $152,095 | $67,606+125.0% | $82,313+84.8% | $70,131+116.9% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.9%+18.9pp | 69.5%+26.3pp |
| Annual return | 9.77% | 21.57%-11.8pp | 25.88%-16.1pp | 73.14%-63.4pp |
| Employer contribution / active EE | $1,584 | $1,755-9.7% | $2,428-34.8% | $2,342-32.4% |
| Participant deferral / active EE | $4,529 | $2,987+51.6% | $3,706+22.2% | $3,332+35.9% |
| Admin fee / account holder | $32,262 | $4,512+615.0% | $5,608+475.3% | $4,645+594.5% |