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 6-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 | $126,263 | $81,248+55.4% | $155,509-18.8% | $80,856+56.2% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.6%+8.4pp |
| Annual return | 10.23% | 33.31%-23.1pp | 64.67%-54.4pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,915 | $3,100-6.0% | $4,672-37.6% | $2,755+5.8% |
| Participant deferral / active EE | $5,508 | $3,452+59.6% | $5,626-2.1% | $4,296+28.2% |
| Admin fee / account holder | $293,053 | $7,997+3564.4% | $15,912+1741.7% | $6,918+4136.1% |