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 | $228,281 | $137,414+66.1% | $189,513+20.5% | $85,850+165.9% |
| Participation rate | 97.1% | 84.6%+12.5pp | 87.8%+9.3pp | 69.3%+27.8pp |
| Annual return | 11.17% | 38.14%-27.0pp | 555.15%-544.0pp | 318.53%-307.4pp |
| Employer contribution / active EE | $4,415 | $4,344+1.6% | $6,162-28.3% | $2,565+72.1% |
| Participant deferral / active EE | $8,187 | $6,260+30.8% | $8,221-0.4% | $3,952+107.2% |
| Admin fee / account holder | $74,460 | $8,630+762.8% | $12,045+518.2% | $6,260+1089.5% |