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 | $138,993 | $57,016+143.8% | $84,966+63.6% | $80,856+71.9% |
| Participation rate | 75.4% | 56.3%+19.1pp | 67.5%+7.9pp | 67.6%+7.8pp |
| Annual return | 9.58% | 21.66%-12.1pp | 66.38%-56.8pp | 35.59%-26.0pp |
| Employer contribution / active EE | $3,371 | $1,798+87.5% | $2,727+23.6% | $2,755+22.4% |
| Participant deferral / active EE | $6,483 | $3,110+108.5% | $4,519+43.4% | $4,296+50.9% |
| Admin fee / account holder | $38,180 | $4,980+666.6% | $6,149+520.9% | $6,918+451.9% |