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 | $143,064 | $89,753+59.4% | $107,525+33.1% | $84,808+68.7% |
| Participation rate | 84.8% | 68.1%+16.8pp | 75.1%+9.8pp | 68.3%+16.5pp |
| Annual return | 11.18% | 29.48%-18.3pp | 181.32%-170.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $2,822 | $3,113-9.4% | $3,754-24.8% | $2,631+7.3% |
| Participant deferral / active EE | $5,905 | $4,056+45.6% | $5,116+15.4% | $4,212+40.2% |
| Admin fee / account holder | $9,125 | $7,222+26.4% | $8,919+2.3% | $7,344+24.3% |