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 | $170,570 | $77,899+119.0% | $149,673+14.0% | $75,163+126.9% |
| Participation rate | 70.0% | 65.6%+4.4pp | 78.8%-8.8pp | 67.2%+2.8pp |
| Annual return | 11.24% | 31.72%-20.5pp | 134.42%-123.2pp | 160.62%-149.4pp |
| Employer contribution / active EE | $1,874 | $3,137-40.3% | $4,818-61.1% | $2,670-29.8% |
| Participant deferral / active EE | $3,252 | $3,411-4.6% | $5,680-42.7% | $4,125-21.2% |
| Admin fee / account holder | $3,368 | $5,956-43.4% | $13,210-74.5% | $5,651-40.4% |