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 | $124,009 | $101,763+21.9% | $164,866-24.8% | $80,874+53.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.32% | 16.73%-7.4pp | 69.97%-60.6pp | 35.62%-26.3pp |
| Employer contribution / active EE | $3,527 | $2,954+19.4% | $4,343-18.8% | $2,756+28.0% |
| Participant deferral / active EE | $7,006 | $4,477+56.5% | $6,033+16.1% | $4,297+63.1% |
| Admin fee / account holder | $11,345 | $8,228+37.9% | $12,689-10.6% | $6,935+63.6% |