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 | $135,421 | $73,933+83.2% | $96,683+40.1% | $75,163+80.2% |
| Participation rate | 85.5% | 66.4%+19.1pp | 74.3%+11.2pp | 67.2%+18.4pp |
| Annual return | 9.09% | 26.70%-17.6pp | 35.69%-26.6pp | 160.62%-151.5pp |
| Employer contribution / active EE | $5,130 | $2,928+75.2% | $3,737+37.3% | $2,670+92.2% |
| Participant deferral / active EE | $5,636 | $3,659+54.1% | $4,878+15.5% | $4,125+36.6% |
| Admin fee / account holder | $22,201 | $5,216+325.6% | $6,730+229.9% | $5,651+292.9% |