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 | $163,153 | $80,968+101.5% | $96,544+69.0% | $75,163+117.1% |
| Participation rate | 88.5% | 71.8%+16.7pp | 76.0%+12.5pp | 67.2%+21.3pp |
| Annual return | 11.94% | 27.06%-15.1pp | 25.84%-13.9pp | 160.62%-148.7pp |
| Employer contribution / active EE | $2,027 | $2,282-11.2% | $2,965-31.6% | $2,670-24.1% |
| Participant deferral / active EE | $3,721 | $3,928-5.3% | $4,851-23.3% | $4,125-9.8% |
| Admin fee / account holder | $3,321 | $6,724-50.6% | $8,252-59.8% | $5,651-41.2% |