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 | $170,221 | $109,881+54.9% | $150,045+13.4% | $84,808+100.7% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | 13.21% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,494 | $3,561-58.0% | $4,693-68.2% | $2,631-43.2% |
| Participant deferral / active EE | $6,101 | $6,636-8.1% | $7,997-23.7% | $4,212+44.9% |
| Admin fee / account holder | $4,978 | $8,568-41.9% | $13,435-63.0% | $7,344-32.2% |