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 | $241,708 | $114,381+111.3% | $107,525+124.8% | $142,382+69.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.28% | 242.71%-233.4pp | 181.32%-172.0pp | 217.08%-207.8pp |
| Employer contribution / active EE | $1,127 | $4,015-71.9% | $3,754-70.0% | $4,299-73.8% |
| Participant deferral / active EE | $13,168 | $5,564+136.7% | $5,116+157.4% | $6,507+102.4% |
| Admin fee / account holder | $3,034 | $9,860-69.2% | $8,919-66.0% | $12,624-76.0% |