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 | $148,607 | $114,381+29.9% | $107,525+38.2% | $142,382+4.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 6.63% | 242.71%-236.1pp | 181.32%-174.7pp | 217.08%-210.4pp |
| Employer contribution / active EE | $2,694 | $4,015-32.9% | $3,754-28.2% | $4,299-37.3% |
| Participant deferral / active EE | $7,838 | $5,564+40.9% | $5,116+53.2% | $6,507+20.5% |
| Admin fee / account holder | $4,267 | $9,860-56.7% | $8,919-52.2% | $12,624-66.2% |