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 | $232,545 | $82,032+183.5% | $123,104+88.9% | $59,632+290.0% |
| Participation rate | 98.9% | 83.2%+15.6pp | 86.8%+12.1pp | 68.7%+30.2pp |
| Annual return | -3.41% | 5.12%-8.5pp | 13.22%-16.6pp | 2041.28%-2044.7pp |
| Employer contribution / active EE | $13,919 | $3,297+322.2% | $5,151+170.2% | $2,203+531.9% |
| Participant deferral / active EE | $15,367 | $4,667+229.3% | $6,230+146.7% | $3,192+381.5% |
| Admin fee / account holder | $10,331 | $5,881+75.7% | $9,015+14.6% | $4,297+140.4% |