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 | $120,047 | $54,762+119.2% | $90,281+33.0% | $72,985+64.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 10.69% | 30.63%-19.9pp | 78.10%-67.4pp | 81.00%-70.3pp |
| Employer contribution / active EE | $1,936 | $2,092-7.5% | $2,854-32.2% | $2,440-20.7% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,885-100.0% | $3,607-100.0% |
| Admin fee / account holder | $4,773 | $3,972+20.2% | $5,351-10.8% | $5,124-6.9% |