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 | $146,341 | $81,460+79.6% | $103,333+41.6% | $80,856+81.0% |
| Participation rate | 84.1% | 66.8%+17.2pp | 74.5%+9.6pp | 67.6%+16.5pp |
| Annual return | 9.94% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $14,751 | $3,105+375.0% | $3,868+281.4% | $2,755+435.5% |
| Participant deferral / active EE | $8,182 | $3,869+111.5% | $5,057+61.8% | $4,296+90.5% |
| Admin fee / account holder | $6,278 | $6,566-4.4% | $8,355-24.9% | $6,918-9.2% |