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 | $182,315 | $74,927+143.3% | $101,794+79.1% | $84,808+115.0% |
| Participation rate | 73.9% | 61.4%+12.5pp | 69.2%+4.7pp | 68.3%+5.6pp |
| Annual return | 11.28% | 18.70%-7.4pp | 30.53%-19.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,816 | $1,522+19.4% | $2,289-20.6% | $2,631-31.0% |
| Participant deferral / active EE | $4,032 | $3,099+30.1% | $4,084-1.3% | $4,212-4.3% |
| Admin fee / account holder | $5,168 | $6,514-20.7% | $8,777-41.1% | $7,344-29.6% |