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 | $226,439 | $70,669+220.4% | $169,368+33.7% | $75,163+201.3% |
| Participation rate | 72.7% | 64.8%+7.9pp | 77.1%-4.4pp | 67.2%+5.5pp |
| Annual return | 12.48% | 36.36%-23.9pp | 405.60%-393.1pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,357 | $2,211+51.9% | $4,013-16.3% | $2,670+25.7% |
| Participant deferral / active EE | $9,786 | $4,311+127.0% | $6,221+57.3% | $4,125+137.2% |
| Admin fee / account holder | $14,076 | $5,402+160.6% | $9,003+56.3% | $5,651+149.1% |