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 | $119,623 | $98,750+21.1% | $149,696-20.1% | $79,858+49.8% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.5%+14.2pp | 69.6%+27.0pp |
| Annual return | 4.10% | 27.43%-23.3pp | 276.60%-272.5pp | 31.71%-27.6pp |
| Employer contribution / active EE | $14,930 | $3,216+364.2% | $4,644+221.5% | $2,471+504.3% |
| Participant deferral / active EE | $7,670 | $5,680+35.0% | $6,842+12.1% | $3,740+105.1% |
| Admin fee / account holder | $3,040 | $6,053-49.8% | $9,309-67.3% | $5,306-42.7% |