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 | $142,127 | $79,171+79.5% | $102,423+38.8% | $74,495+90.8% |
| Participation rate | 81.0% | 74.8%+6.2pp | 76.5%+4.5pp | 67.2%+13.8pp |
| Annual return | 9.80% | 54.93%-45.1pp | 29.32%-19.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $3,587 | $2,362+51.9% | $3,023+18.7% | $2,623+36.8% |
| Participant deferral / active EE | $2,941 | $4,415-33.4% | $5,053-41.8% | $4,346-32.3% |
| Admin fee / account holder | $30,177 | $2,001+1408.4% | $9,451+219.3% | $1,942+1454.1% |