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 | $141,879 | $79,171+79.2% | $102,423+38.5% | $74,495+90.5% |
| Participation rate | 97.0% | 74.8%+22.2pp | 76.5%+20.5pp | 67.2%+29.8pp |
| Annual return | 5.50% | 54.93%-49.4pp | 29.32%-23.8pp | 1364.94%-1359.4pp |
| Employer contribution / active EE | $2,500 | $2,362+5.8% | $3,023-17.3% | $2,623-4.7% |
| Participant deferral / active EE | $4,076 | $4,415-7.7% | $5,053-19.3% | $4,346-6.2% |
| Admin fee / account holder | $26,895 | $2,001+1244.3% | $9,451+184.6% | $1,942+1285.1% |