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 | $184,311 | $95,803+92.4% | $113,168+62.9% | $84,808+117.3% |
| Participation rate | 95.0% | 72.9%+22.1pp | 76.6%+18.4pp | 68.3%+26.7pp |
| Annual return | 9.65% | 25.00%-15.4pp | 24.27%-14.6pp | 40.90%-31.2pp |
| Employer contribution / active EE | $3,509 | $2,360+48.7% | $2,975+17.9% | $2,631+33.4% |
| Participant deferral / active EE | $9,287 | $4,242+118.9% | $5,107+81.9% | $4,212+120.5% |
| Admin fee / account holder | $27,536 | $8,989+206.3% | $12,068+128.2% | $7,344+274.9% |