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 | $181,403 | $98,750+83.7% | $149,696+21.2% | $79,858+127.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 9.01% | 27.43%-18.4pp | 276.60%-267.6pp | 31.71%-22.7pp |
| Employer contribution / active EE | $7,805 | $3,216+142.7% | $4,644+68.1% | $2,471+215.9% |
| Participant deferral / active EE | $15,460 | $5,680+172.2% | $6,842+126.0% | $3,740+313.4% |
| Admin fee / account holder | $13,072 | $6,053+116.0% | $9,309+40.4% | $5,306+146.3% |