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 | $237,187 | $183,519+29.2% | $155,509+52.5% | $145,922+62.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 4.91% | 61.17%-56.3pp | 64.67%-59.8pp | 561.29%-556.4pp |
| Employer contribution / active EE | $7,226 | $5,313+36.0% | $4,672+54.7% | $4,660+55.1% |
| Participant deferral / active EE | $10,208 | $6,462+58.0% | $5,626+81.4% | $6,688+52.6% |
| Admin fee / account holder | $110,396 | $19,313+471.6% | $15,912+593.8% | $13,397+724.0% |