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 | $158,015 | $86,286+83.1% | $111,297+42.0% | $85,850+84.1% |
| Participation rate | 90.3% | 73.3%+17.0pp | 77.3%+13.0pp | 69.3%+21.0pp |
| Annual return | 8.52% | 19.99%-11.5pp | 54.65%-46.1pp | 318.53%-310.0pp |
| Employer contribution / active EE | $2,652 | $2,043+29.8% | $2,731-2.9% | $2,565+3.4% |
| Participant deferral / active EE | $4,390 | $3,641+20.6% | $4,487-2.2% | $3,952+11.1% |
| Admin fee / account holder | $6,200 | $8,188-24.3% | $7,964-22.1% | $6,260-1.0% |