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 | $140,579 | $68,346+105.7% | $94,646+48.5% | $75,163+87.0% |
| Participation rate | 90.8% | 76.1%+14.7pp | 80.8%+10.0pp | 67.2%+23.6pp |
| Annual return | 15.38% | 616.93%-601.5pp | 156.71%-141.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $2,651 | $2,701-1.8% | $3,672-27.8% | $2,670-0.7% |
| Participant deferral / active EE | $6,471 | $6,537-1.0% | $7,418-12.8% | $4,125+56.9% |
| Admin fee / account holder | $5,547 | $5,326+4.2% | $7,231-23.3% | $5,651-1.8% |