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 | $170,873 | $127,065+34.5% | $113,168+51.0% | $142,382+20.0% |
| Participation rate | 77.8% | 79.2%-1.4pp | 76.6%+1.2pp | 80.1%-2.3pp |
| Annual return | 5.69% | 24.03%-18.3pp | 24.27%-18.6pp | 217.08%-211.4pp |
| Employer contribution / active EE | $1,470 | $3,442-57.3% | $2,975-50.6% | $4,299-65.8% |
| Participant deferral / active EE | $4,834 | $5,716-15.4% | $5,107-5.3% | $6,507-25.7% |
| Admin fee / account holder | $20,955 | $15,736+33.2% | $12,068+73.6% | $12,624+66.0% |