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 | $169,756 | $109,413+55.2% | $156,263+8.6% | $84,808+100.2% |
| Participation rate | 76.3% | 72.7%+3.6pp | 78.9%-2.6pp | 68.3%+8.0pp |
| Annual return | 8.97% | 20.18%-11.2pp | 59.47%-50.5pp | 40.90%-31.9pp |
| Employer contribution / active EE | $9,307 | $2,907+220.2% | $4,333+114.8% | $2,631+253.7% |
| Participant deferral / active EE | $4,709 | $4,590+2.6% | $6,158-23.5% | $4,212+11.8% |
| Admin fee / account holder | $71,001 | $9,357+658.8% | $14,255+398.1% | $7,344+866.8% |