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 | $129,685 | $89,355+45.1% | $141,162-8.1% | $72,985+77.7% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.5%+10.6pp | 69.5%+23.6pp |
| Annual return | 13.83% | 111.85%-98.0pp | 71.39%-57.6pp | 81.00%-67.2pp |
| Employer contribution / active EE | $11,266 | $3,114+261.7% | $4,735+137.9% | $2,440+361.7% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $245,180 | $5,958+4015.0% | $10,261+2289.4% | $5,124+4684.6% |