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 | $96,126 | $49,227+95.3% | $70,449+36.4% | $79,858+20.4% |
| Participation rate | 87.0% | 69.2%+17.8pp | 75.1%+11.9pp | 69.6%+17.3pp |
| Annual return | 4.52% | 30.06%-25.5pp | 109.03%-104.5pp | 31.71%-27.2pp |
| Employer contribution / active EE | $2,469 | $2,099+17.6% | $2,737-9.8% | $2,471-0.1% |
| Participant deferral / active EE | $5,407 | $2,768+95.4% | $3,709+45.8% | $3,740+44.6% |
| Admin fee / account holder | $25,132 | $2,878+773.2% | $3,845+553.6% | $5,306+373.6% |