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 | $143,815 | $63,764+125.5% | $81,930+75.5% | $79,858+80.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 7.19% | 22.66%-15.5pp | 29.49%-22.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,334 | $2,780+55.9% | $7,107-39.0% | $3,740+15.9% |
| Admin fee / account holder | $3,076 | $4,426-30.5% | $5,158-40.4% | $5,306-42.0% |