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 | $161,264 | $105,181+53.3% | $159,436+1.1% | $85,850+87.8% |
| Participation rate | 77.5% | 75.8%+1.7pp | 82.8%-5.3pp | 69.3%+8.2pp |
| Annual return | 10.47% | 45.07%-34.6pp | 263.57%-253.1pp | 318.53%-308.1pp |
| Employer contribution / active EE | $1,745 | $3,318-47.4% | $4,829-63.9% | $2,565-32.0% |
| Participant deferral / active EE | $6,228 | $5,945+4.8% | $7,352-15.3% | $3,952+57.6% |
| Admin fee / account holder | $5,337 | $6,933-23.0% | $10,799-50.6% | $6,260-14.7% |