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 | $153,958 | $65,561+134.8% | $86,188+78.6% | $75,163+104.8% |
| Participation rate | 85.7% | 60.5%+25.2pp | 69.0%+16.8pp | 67.2%+18.5pp |
| Annual return | 8.15% | 46.05%-37.9pp | 1168.45%-1160.3pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,941 | $1,553+25.0% | $2,380-18.4% | $2,670-27.3% |
| Participant deferral / active EE | $4,391 | $3,024+45.2% | $3,985+10.2% | $4,125+6.5% |
| Admin fee / account holder | $2,230 | $5,474-59.3% | $6,852-67.4% | $5,651-60.5% |