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 | $153,057 | $68,346+123.9% | $94,646+61.7% | $75,163+103.6% |
| Participation rate | 96.9% | 76.1%+20.8pp | 80.8%+16.0pp | 67.2%+29.7pp |
| Annual return | 10.15% | 616.93%-606.8pp | 156.71%-146.6pp | 160.62%-150.5pp |
| Employer contribution / active EE | $1,516 | $2,701-43.9% | $3,672-58.7% | $2,670-43.2% |
| Participant deferral / active EE | $3,581 | $6,537-45.2% | $7,418-51.7% | $4,125-13.2% |
| Admin fee / account holder | $13,391 | $5,326+151.4% | $7,231+85.2% | $5,651+137.0% |