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 | $121,320 | $93,571+29.7% | $135,903-10.7% | $75,163+61.4% |
| Participation rate | 98.3% | 75.2%+23.1pp | 81.9%+16.4pp | 67.2%+31.1pp |
| Annual return | 7.46% | 30.90%-23.4pp | 68.23%-60.8pp | 160.62%-153.2pp |
| Employer contribution / active EE | $3,470 | $3,537-1.9% | $4,856-28.5% | $2,670+30.0% |
| Participant deferral / active EE | $8,625 | $6,404+34.7% | $7,758+11.2% | $4,125+109.1% |
| Admin fee / account holder | $29,602 | $6,975+324.4% | $10,762+175.1% | $5,651+423.8% |