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 | $146,258 | $102,317+42.9% | $146,958-0.5% | $80,856+80.9% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.2%+11.8pp | 67.6%+26.3pp |
| Annual return | 9.60% | 134.76%-125.2pp | 418.34%-408.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $4,640 | $3,713+25.0% | $4,933-5.9% | $2,755+68.4% |
| Participant deferral / active EE | $4,337 | $6,644-34.7% | $8,070-46.3% | $4,296+1.0% |
| Admin fee / account holder | $5,559 | $7,941-30.0% | $12,998-57.2% | $6,918-19.6% |