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 | $132,095 | $54,762+141.2% | $90,281+46.3% | $72,985+81.0% |
| Participation rate | 77.3% | 65.1%+12.1pp | 73.3%+4.0pp | 69.5%+7.8pp |
| Annual return | 14.58% | 30.63%-16.0pp | 78.10%-63.5pp | 81.00%-66.4pp |
| Employer contribution / active EE | $1,694 | $2,092-19.0% | $2,854-40.6% | $2,440-30.6% |
| Participant deferral / active EE | $2,533 | $2,887-12.3% | $3,885-34.8% | $3,607-29.8% |
| Admin fee / account holder | $928 | $3,972-76.6% | $5,351-82.7% | $5,124-81.9% |