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 | $159,043 | $106,584+49.2% | $101,326+57.0% | $142,382+11.7% |
| Participation rate | 81.8% | 82.7%-0.9pp | 81.5%+0.3pp | 80.1%+1.7pp |
| Annual return | 8.43% | 36.93%-28.5pp | 36.82%-28.4pp | 217.08%-208.6pp |
| Employer contribution / active EE | $727 | $3,956-81.6% | $3,665-80.2% | $4,299-83.1% |
| Participant deferral / active EE | $13,233 | $8,297+59.5% | $7,994+65.5% | $6,507+103.4% |
| Admin fee / account holder | $8,477 | $11,446-25.9% | $11,185-24.2% | $12,624-32.9% |