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 | $128,514 | $74,927+71.5% | $101,794+26.2% | $84,808+51.5% |
| Participation rate | 80.7% | 61.4%+19.3pp | 69.2%+11.5pp | 68.3%+12.4pp |
| Annual return | 11.49% | 18.70%-7.2pp | 30.53%-19.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $687 | $1,522-54.8% | $2,289-70.0% | $2,631-73.9% |
| Participant deferral / active EE | $7,142 | $3,099+130.5% | $4,084+74.9% | $4,212+69.6% |
| Admin fee / account holder | $12,539 | $6,514+92.5% | $8,777+42.9% | $7,344+70.7% |