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 | $161,240 | $81,460+97.9% | $103,333+56.0% | $80,856+99.4% |
| Participation rate | 82.1% | 66.8%+15.3pp | 74.5%+7.6pp | 67.6%+14.5pp |
| Annual return | 9.61% | 25.55%-15.9pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $4,015 | $3,105+29.3% | $3,868+3.8% | $2,755+45.7% |
| Participant deferral / active EE | $6,622 | $3,869+71.2% | $5,057+30.9% | $4,296+54.1% |
| Admin fee / account holder | $22,552 | $6,566+243.4% | $8,355+169.9% | $6,918+226.0% |