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 | $143,954 | $76,367+88.5% | $93,606+53.8% | $72,985+97.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 9.01% | 25.82%-16.8pp | 32.76%-23.7pp | 81.00%-72.0pp |
| Employer contribution / active EE | $4,882 | $2,275+114.6% | $2,718+79.6% | $2,440+100.1% |
| Participant deferral / active EE | $11,671 | $3,538+229.9% | $4,069+186.9% | $3,607+223.5% |
| Admin fee / account holder | $21,605 | $6,838+216.0% | $7,888+173.9% | $5,124+321.6% |