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 | $134,677 | $78,422+71.7% | $95,952+40.4% | $79,858+68.6% |
| Participation rate | 82.5% | 73.5%+9.0pp | 77.1%+5.4pp | 69.6%+12.8pp |
| Annual return | 8.93% | 19.37%-10.4pp | 91.61%-82.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,404 | $1,945-27.8% | $2,541-44.8% | $2,471-43.2% |
| Participant deferral / active EE | $2,579 | $3,440-25.0% | $4,167-38.1% | $3,740-31.1% |
| Admin fee / account holder | $48,528 | $5,622+763.2% | $6,795+614.1% | $5,306+814.5% |