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 | $170,729 | $81,208+110.2% | $98,907+72.6% | $79,858+113.8% |
| Participation rate | 91.4% | 72.5%+18.9pp | 76.0%+15.4pp | 69.6%+21.8pp |
| Annual return | 8.71% | 60.99%-52.3pp | 196.43%-187.7pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,490 | $1,960-24.0% | $2,689-44.6% | $2,471-39.7% |
| Participant deferral / active EE | $6,445 | $3,265+97.4% | $4,244+51.8% | $3,740+72.3% |
| Admin fee / account holder | $27,138 | $6,013+351.3% | $6,642+308.6% | $5,306+411.4% |