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 | $135,159 | $54,705+147.1% | $71,209+89.8% | $84,808+59.4% |
| Participation rate | 97.3% | 64.1%+33.2pp | 73.8%+23.5pp | 68.3%+29.0pp |
| Annual return | 10.24% | 35.90%-25.7pp | 282.51%-272.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $5,456 | $2,158+152.8% | $2,721+100.5% | $2,631+107.4% |
| Participant deferral / active EE | $6,157 | $3,030+103.2% | $4,175+47.5% | $4,212+46.2% |
| Admin fee / account holder | $12,090 | $4,863+148.6% | $5,349+126.0% | $7,344+64.6% |