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 | $153,851 | $86,286+78.3% | $111,297+38.2% | $85,850+79.2% |
| Participation rate | 92.6% | 73.3%+19.3pp | 77.3%+15.3pp | 69.3%+23.3pp |
| Annual return | 7.14% | 19.99%-12.8pp | 54.65%-47.5pp | 318.53%-311.4pp |
| Employer contribution / active EE | $1,035 | $2,043-49.3% | $2,731-62.1% | $2,565-59.6% |
| Participant deferral / active EE | $4,397 | $3,641+20.8% | $4,487-2.0% | $3,952+11.3% |
| Admin fee / account holder | $42,366 | $8,188+417.4% | $7,964+432.0% | $6,260+576.8% |