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 | $201,452 | $78,672+156.1% | $109,143+84.6% | $85,850+134.7% |
| Participation rate | 97.6% | 68.3%+29.3pp | 75.9%+21.7pp | 69.3%+28.2pp |
| Annual return | 9.60% | 25.09%-15.5pp | 25.75%-16.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $5,330 | $2,735+94.9% | $3,722+43.2% | $2,565+107.8% |
| Participant deferral / active EE | $8,240 | $3,467+137.7% | $4,653+77.1% | $3,952+108.5% |
| Admin fee / account holder | $10,753 | $5,469+96.6% | $6,752+59.2% | $6,260+71.8% |