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 | $149,625 | $74,888+99.8% | $71,209+110.1% | $142,382+5.1% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 12.47% | 345.14%-332.7pp | 282.51%-270.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $5,332 | $2,854+86.8% | $2,721+96.0% | $4,299+24.0% |
| Participant deferral / active EE | $9,240 | $4,454+107.4% | $4,175+121.3% | $6,507+42.0% |
| Admin fee / account holder | $579 | $5,568-89.6% | $5,349-89.2% | $12,624-95.4% |