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 | $110,847 | $60,022+84.7% | $88,946+24.6% | $84,808+30.7% |
| Participation rate | 91.4% | 57.8%+33.5pp | 68.8%+22.5pp | 68.3%+23.0pp |
| Annual return | 12.81% | 22.43%-9.6pp | 57.82%-45.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,295 | $1,703-24.0% | $2,555-49.3% | $2,631-50.8% |
| Participant deferral / active EE | $7,781 | $3,114+149.9% | $4,581+69.8% | $4,212+84.8% |
| Admin fee / account holder | $12,699 | $4,811+164.0% | $8,261+53.7% | $7,344+72.9% |