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 | $136,111 | $111,535+22.0% | $105,223+29.4% | $137,256-0.8% |
| Participation rate | 93.8% | 78.1%+15.7pp | 75.0%+18.7pp | 80.0%+13.8pp |
| Annual return | 9.56% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $11,082 | $3,939+181.3% | $3,689+200.4% | $4,156+166.6% |
| Participant deferral / active EE | $8,383 | $5,500+52.4% | $5,072+65.3% | $6,407+30.8% |
| Admin fee / account holder | $8,587 | $9,721-11.7% | $8,859-3.1% | $12,270-30.0% |