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 | $111,611 | $56,897+96.2% | $84,750+31.7% | $62,891+77.5% |
| Participation rate | 76.0% | 68.5%+7.5pp | 76.6%-0.6pp | 69.3%+6.7pp |
| Annual return | 3.05% | 6.30%-3.3pp | 22.78%-19.7pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,030 | $2,400-57.1% | $3,574-71.2% | $2,281-54.8% |
| Participant deferral / active EE | $2,258 | $2,709-16.6% | $3,712-39.2% | $3,203-29.5% |
| Admin fee / account holder | $17,274 | $3,581+382.4% | $5,332+224.0% | $4,296+302.1% |