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 | $172,087 | $114,381+50.4% | $107,525+60.0% | $142,382+20.9% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 11.42% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,859 | $4,015-28.8% | $3,754-23.8% | $4,299-33.5% |
| Participant deferral / active EE | $7,913 | $5,564+42.2% | $5,116+54.7% | $6,507+21.6% |
| Admin fee / account holder | $2,551 | $9,860-74.1% | $8,919-71.4% | $12,624-79.8% |