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 | $154,022 | $68,547+124.7% | $120,354+28.0% | $80,856+90.5% |
| Participation rate | 84.8% | 61.6%+23.2pp | 71.9%+12.9pp | 67.6%+17.2pp |
| Annual return | 9.01% | 23.60%-14.6pp | 107.15%-98.1pp | 35.59%-26.6pp |
| Employer contribution / active EE | $3,590 | $2,051+75.0% | $3,463+3.7% | $2,755+30.3% |
| Participant deferral / active EE | $5,209 | $3,173+64.1% | $4,991+4.4% | $4,296+21.3% |
| Admin fee / account holder | $10,275 | $5,732+79.3% | $9,423+9.0% | $6,918+48.5% |