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 | $121,933 | $85,022+43.4% | $70,515+72.9% | $139,434-12.6% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 10.15% | 30.38%-20.2pp | 32.77%-22.6pp | 372.94%-362.8pp |
| Employer contribution / active EE | $547 | $3,909-86.0% | $2,973-81.6% | $4,751-88.5% |
| Participant deferral / active EE | $13,507 | $5,890+129.3% | $4,567+195.8% | $6,710+101.3% |
| Admin fee / account holder | $43,197 | $8,906+385.0% | $6,412+573.7% | $11,403+278.8% |