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 | $128,307 | $84,696+51.5% | $75,696+69.5% | $167,490-23.4% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.8%+3.7pp | 82.1%-3.5pp |
| Annual return | 9.05% | 199.36%-190.3pp | 104.53%-95.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $4,233 | $3,230+31.1% | $2,743+54.3% | $4,837-12.5% |
| Participant deferral / active EE | $6,594 | $4,580+44.0% | $3,821+72.6% | $6,341+4.0% |
| Admin fee / account holder | $13,226 | $5,355+147.0% | $3,619+265.5% | $12,309+7.5% |