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 | $170,414 | $77,634+119.5% | $156,549+8.9% | $62,891+171.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.07% | 50.32%-48.3pp | 32.23%-30.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $5,222 | $3,444+51.7% | $5,501-5.1% | $2,281+129.0% |
| Participant deferral / active EE | $5,556 | $3,045+82.4% | $4,871+14.1% | $3,203+73.5% |
| Admin fee / account holder | $9,614 | $5,561+72.9% | $13,027-26.2% | $4,296+123.8% |