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 | $110,686 | $71,050+55.8% | $93,606+18.2% | $80,856+36.9% |
| Participation rate | 83.7% | 60.4%+23.3pp | 68.7%+15.0pp | 67.6%+16.1pp |
| Annual return | 8.86% | 11.26%-2.4pp | 133.20%-124.3pp | 35.59%-26.7pp |
| Employer contribution / active EE | $2,191 | $1,564+40.1% | $2,420-9.4% | $2,755-20.5% |
| Participant deferral / active EE | $4,579 | $4,034+13.5% | $4,411+3.8% | $4,296+6.6% |
| Admin fee / account holder | $1,180 | $6,945-83.0% | $8,285-85.8% | $6,918-82.9% |