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 | $206,926 | $89,355+131.6% | $141,162+46.6% | $72,985+183.5% |
| Participation rate | 96.7% | 75.1%+21.5pp | 82.5%+14.2pp | 69.5%+27.2pp |
| Annual return | 16.53% | 111.85%-95.3pp | 71.39%-54.9pp | 81.00%-64.5pp |
| Employer contribution / active EE | $8,071 | $3,114+159.1% | $4,735+70.4% | $2,440+230.8% |
| Participant deferral / active EE | $5,674 | $5,418+4.7% | $6,709-15.4% | $3,607+57.3% |
| Admin fee / account holder | $28,641 | $5,958+380.7% | $10,261+179.1% | $5,124+458.9% |