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 | $148,949 | $51,175+191.1% | $70,515+111.2% | $75,163+98.2% |
| Participation rate | 78.7% | 60.9%+17.8pp | 68.3%+10.3pp | 67.2%+11.5pp |
| Annual return | 4.73% | 30.02%-25.3pp | 32.77%-28.0pp | 160.62%-155.9pp |
| Employer contribution / active EE | $11,148 | $1,826+510.5% | $2,973+274.9% | $2,670+317.5% |
| Participant deferral / active EE | $5,305 | $2,849+86.2% | $4,567+16.2% | $4,125+28.6% |
| Admin fee / account holder | $6,026 | $4,091+47.3% | $6,412-6.0% | $5,651+6.6% |