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 | $124,069 | $109,413+13.4% | $156,263-20.6% | $84,808+46.3% |
| Participation rate | 84.4% | 72.7%+11.7pp | 78.9%+5.5pp | 68.3%+16.1pp |
| Annual return | 10.20% | 20.18%-10.0pp | 59.47%-49.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $5,878 | $2,907+102.2% | $4,333+35.6% | $2,631+123.4% |
| Participant deferral / active EE | $5,301 | $4,590+15.5% | $6,158-13.9% | $4,212+25.9% |
| Admin fee / account holder | $35,778 | $9,357+282.4% | $14,255+151.0% | $7,344+387.2% |