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 | $242,219 | $112,096+116.1% | $95,952+152.4% | $158,922+52.4% |
| Participation rate | 92.3% | 79.0%+13.3pp | 77.1%+15.2pp | 82.0%+10.3pp |
| Annual return | 3.63% | 171.09%-167.5pp | 91.61%-88.0pp | 302.83%-299.2pp |
| Employer contribution / active EE | $2,821 | $3,198-11.8% | $2,541+11.0% | $4,761-40.8% |
| Participant deferral / active EE | $10,479 | $4,784+119.0% | $4,167+151.5% | $5,982+75.2% |
| Admin fee / account holder | $23,867 | $10,130+135.6% | $6,795+251.2% | $11,246+112.2% |