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 | $158,600 | $81,460+94.7% | $103,333+53.5% | $80,856+96.2% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | 9.22% | 25.55%-16.3pp | 24.88%-15.7pp | 35.59%-26.4pp |
| Employer contribution / active EE | $8,329 | $3,105+168.2% | $3,868+115.3% | $2,755+202.3% |
| Participant deferral / active EE | $5,729 | $3,869+48.1% | $5,057+13.3% | $4,296+33.4% |
| Admin fee / account holder | $8,616 | $6,566+31.2% | $8,355+3.1% | $6,918+24.5% |