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 | $185,761 | $123,793+50.1% | $177,821+4.5% | $79,858+132.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.19% | 22.82%-12.6pp | 48.32%-38.1pp | 31.71%-21.5pp |
| Employer contribution / active EE | $2,245 | $4,095-45.2% | $5,918-62.1% | $2,471-9.1% |
| Participant deferral / active EE | $4,812 | $5,956-19.2% | $7,714-37.6% | $3,740+28.7% |
| Admin fee / account holder | $22,664 | $7,243+212.9% | $12,427+82.4% | $5,306+327.1% |