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 | $221,692 | $78,672+181.8% | $109,143+103.1% | $85,850+158.2% |
| Participation rate | 96.7% | 68.3%+28.4pp | 75.9%+20.8pp | 69.3%+27.4pp |
| Annual return | 10.03% | 25.09%-15.1pp | 25.75%-15.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $3,251 | $2,735+18.9% | $3,722-12.7% | $2,565+26.7% |
| Participant deferral / active EE | $5,752 | $3,467+65.9% | $4,653+23.6% | $3,952+45.6% |
| Admin fee / account holder | $31,692 | $5,469+479.5% | $6,752+369.4% | $6,260+406.3% |