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 | $182,772 | $109,881+66.3% | $150,045+21.8% | $84,808+115.5% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.3pp | 68.3%+28.3pp |
| Annual return | 8.59% | 28.25%-19.7pp | 62.55%-54.0pp | 40.90%-32.3pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $21,307 | $6,636+221.1% | $7,997+166.4% | $4,212+405.9% |
| Admin fee / account holder | $7,468 | $8,568-12.8% | $13,435-44.4% | $7,344+1.7% |