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 | $144,542 | $109,413+32.1% | $156,263-7.5% | $84,808+70.4% |
| Participation rate | 85.4% | 72.7%+12.7pp | 78.9%+6.5pp | 68.3%+17.1pp |
| Annual return | 10.78% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $4,526 | $2,907+55.7% | $4,333+4.4% | $2,631+72.0% |
| Participant deferral / active EE | $8,037 | $4,590+75.1% | $6,158+30.5% | $4,212+90.8% |
| Admin fee / account holder | $70,266 | $9,357+651.0% | $14,255+392.9% | $7,344+856.8% |