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 | $121,737 | $87,166+39.7% | $76,735+58.6% | $137,256-11.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 7.86% | 26.50%-18.6pp | 29.77%-21.9pp | 220.34%-212.5pp |
| Employer contribution / active EE | $6,005 | $2,904+106.8% | $2,454+144.7% | $4,156+44.5% |
| Participant deferral / active EE | $12,365 | $4,726+161.6% | $4,088+202.5% | $6,407+93.0% |
| Admin fee / account holder | $80,698 | $8,403+860.3% | $7,189+1022.5% | $12,270+557.7% |