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 | $147,482 | $85,022+73.5% | $70,515+109.2% | $139,434+5.8% |
| Participation rate | 81.8% | 73.9%+7.9pp | 68.3%+13.5pp | 80.3%+1.5pp |
| Annual return | 9.96% | 30.38%-20.4pp | 32.77%-22.8pp | 372.94%-363.0pp |
| Employer contribution / active EE | $4,534 | $3,909+16.0% | $2,973+52.5% | $4,751-4.6% |
| Participant deferral / active EE | $5,227 | $5,890-11.3% | $4,567+14.4% | $6,710-22.1% |
| Admin fee / account holder | $4,631 | $8,906-48.0% | $6,412-27.8% | $11,403-59.4% |