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 | $119,496 | $109,881+8.8% | $150,045-20.4% | $84,808+40.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.13% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.8pp |
| Employer contribution / active EE | $5,019 | $3,561+40.9% | $4,693+6.9% | $2,631+90.8% |
| Participant deferral / active EE | $11,233 | $6,636+69.3% | $7,997+40.5% | $4,212+166.7% |
| Admin fee / account holder | $32,224 | $8,568+276.1% | $13,435+139.9% | $7,344+338.8% |