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 | $176,813 | $63,355+179.1% | $91,989+92.2% | $72,985+142.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 18.04% | 35.35%-17.3pp | 69.02%-51.0pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,313 | $2,116-38.0% | $3,452-62.0% | $2,440-46.2% |
| Participant deferral / active EE | $4,593 | $4,883-5.9% | $5,923-22.5% | $3,607+27.3% |
| Admin fee / account holder | $10,668 | $4,668+128.5% | $7,743+37.8% | $5,124+108.2% |