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 | $153,503 | $93,571+64.0% | $135,903+13.0% | $75,163+104.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.16% | 30.90%-15.7pp | 68.23%-53.1pp | 160.62%-145.5pp |
| Employer contribution / active EE | $2,786 | $3,537-21.2% | $4,856-42.6% | $2,670+4.4% |
| Participant deferral / active EE | $7,403 | $6,404+15.6% | $7,758-4.6% | $4,125+79.5% |
| Admin fee / account holder | $19,267 | $6,975+176.2% | $10,762+79.0% | $5,651+241.0% |