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 | $196,044 | $172,111+13.9% | $150,298+30.4% | $137,256+42.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 9.69% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $9,658 | $4,636+108.3% | $4,154+132.5% | $4,156+132.4% |
| Participant deferral / active EE | $13,974 | $6,166+126.6% | $5,453+156.3% | $6,407+118.1% |
| Admin fee / account holder | $1,053 | $16,471-93.6% | $14,116-92.5% | $12,270-91.4% |