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 | $168,772 | $50,082+237.0% | $93,406+80.7% | $79,858+111.3% |
| Participation rate | 77.1% | 60.9%+16.2pp | 66.8%+10.3pp | 69.6%+7.5pp |
| Annual return | 5.41% | 24.59%-19.2pp | 78.05%-72.6pp | 31.71%-26.3pp |
| Employer contribution / active EE | $682 | $1,303-47.7% | $2,075-67.1% | $2,471-72.4% |
| Participant deferral / active EE | $1,706 | $2,212-22.9% | $3,126-45.4% | $3,740-54.4% |
| Admin fee / account holder | $6,702 | $3,454+94.0% | $5,230+28.2% | $5,306+26.3% |