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 | $144,630 | $54,705+164.4% | $71,209+103.1% | $84,808+70.5% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.8%+14.7pp | 68.3%+20.2pp |
| Annual return | 13.18% | 35.90%-22.7pp | 282.51%-269.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $5,789 | $2,158+168.3% | $2,721+112.8% | $2,631+120.0% |
| Participant deferral / active EE | $3,610 | $3,030+19.1% | $4,175-13.5% | $4,212-14.3% |
| Admin fee / account holder | $27,155 | $4,863+458.4% | $5,349+407.7% | $7,344+269.8% |