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 | $165,756 | $78,926+110.0% | $136,749+21.2% | $84,808+95.4% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 11.21% | 18.17%-7.0pp | 24.33%-13.1pp | 40.90%-29.7pp |
| Employer contribution / active EE | $4,303 | $2,134+101.6% | $3,400+26.6% | $2,631+63.5% |
| Participant deferral / active EE | $3,461 | $3,168+9.2% | $4,692-26.2% | $4,212-17.8% |
| Admin fee / account holder | $26,905 | $6,369+322.4% | $11,386+136.3% | $7,344+266.4% |