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 | $232,251 | $78,672+195.2% | $109,143+112.8% | $85,850+170.5% |
| Participation rate | 88.9% | 68.3%+20.6pp | 75.9%+13.0pp | 69.3%+19.6pp |
| Annual return | 10.34% | 25.09%-14.7pp | 25.75%-15.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,626 | $2,735-40.6% | $3,722-56.3% | $2,565-36.6% |
| Participant deferral / active EE | $8,666 | $3,467+149.9% | $4,653+86.2% | $3,952+119.3% |
| Admin fee / account holder | $42,661 | $5,469+680.0% | $6,752+531.8% | $6,260+581.5% |