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 | $240,395 | $154,228+55.9% | $145,433+65.3% | $137,256+75.1% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 6.73% | 74.59%-67.9pp | 66.58%-59.8pp | 220.34%-213.6pp |
| Employer contribution / active EE | $9,017 | $4,804+87.7% | $4,554+98.0% | $4,156+117.0% |
| Participant deferral / active EE | $8,034 | $8,216-2.2% | $7,897+1.7% | $6,407+25.4% |
| Admin fee / account holder | $23,616 | $14,344+64.6% | $13,129+79.9% | $12,270+92.5% |