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 | $177,034 | $74,888+136.4% | $71,209+148.6% | $142,382+24.3% |
| Participation rate | 84.2% | 76.2%+8.0pp | 73.8%+10.5pp | 80.1%+4.1pp |
| Annual return | 9.87% | 345.14%-335.3pp | 282.51%-272.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $6,780 | $2,854+137.5% | $2,721+149.2% | $4,299+57.7% |
| Participant deferral / active EE | $7,185 | $4,454+61.3% | $4,175+72.1% | $6,507+10.4% |
| Admin fee / account holder | $39,109 | $5,568+602.3% | $5,349+631.2% | $12,624+209.8% |