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 | $179,919 | $80,717+122.9% | $154,803+16.2% | $84,808+112.1% |
| Participation rate | 72.9% | 66.8%+6.1pp | 78.1%-5.2pp | 68.3%+4.6pp |
| Annual return | 12.23% | 37.96%-25.7pp | 58.88%-46.7pp | 40.90%-28.7pp |
| Employer contribution / active EE | $4,503 | $2,761+63.1% | $4,305+4.6% | $2,631+71.2% |
| Participant deferral / active EE | $5,391 | $3,303+63.2% | $5,540-2.7% | $4,212+28.0% |
| Admin fee / account holder | $21,273 | $6,746+215.4% | $14,329+48.5% | $7,344+189.7% |