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 | $167,830 | $101,499+65.4% | $147,005+14.2% | $74,546+125.1% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.0pp | 67.2%+30.0pp |
| Annual return | 11.93% | 8732.34%-8720.4pp | 418.76%-406.8pp | 1366.03%-1354.1pp |
| Employer contribution / active EE | $3,671 | $3,811-3.7% | $4,934-25.6% | $2,624+39.9% |
| Participant deferral / active EE | $8,258 | $7,304+13.1% | $8,070+2.3% | $4,347+90.0% |
| Admin fee / account holder | $31,043 | $1,748+1676.1% | $13,006+138.7% | $1,944+1497.2% |