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 | $122,813 | $89,355+37.4% | $141,162-13.0% | $72,985+68.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 15.95% | 111.85%-95.9pp | 71.39%-55.4pp | 81.00%-65.0pp |
| Employer contribution / active EE | $5,373 | $3,114+72.5% | $4,735+13.5% | $2,440+120.2% |
| Participant deferral / active EE | $6,161 | $5,418+13.7% | $6,709-8.2% | $3,607+70.8% |
| Admin fee / account holder | $21,829 | $5,958+266.4% | $10,261+112.7% | $5,124+326.0% |