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 | $228,213 | $148,534+53.6% | $135,903+67.9% | $139,434+63.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.37% | 79.19%-74.8pp | 68.23%-63.9pp | 372.94%-368.6pp |
| Employer contribution / active EE | $8,878 | $5,243+69.3% | $4,856+82.8% | $4,751+86.9% |
| Participant deferral / active EE | $5,929 | $8,100-26.8% | $7,758-23.6% | $6,710-11.6% |
| Admin fee / account holder | $46,854 | $12,400+277.9% | $10,762+335.4% | $11,403+310.9% |