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 | $138,095 | $65,561+110.6% | $86,188+60.2% | $75,163+83.7% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 10.17% | 46.05%-35.9pp | 1168.45%-1158.3pp | 160.62%-150.4pp |
| Employer contribution / active EE | $1,396 | $1,553-10.1% | $2,380-41.4% | $2,670-47.7% |
| Participant deferral / active EE | $5,960 | $3,024+97.1% | $3,985+49.6% | $4,125+44.5% |
| Admin fee / account holder | $1,563 | $5,474-71.4% | $6,852-77.2% | $5,651-72.3% |