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 | $136,933 | $85,766+59.7% | $136,294+0.5% | $70,131+95.3% |
| Participation rate | 96.4% | 74.2%+22.2pp | 81.9%+14.5pp | 69.5%+26.8pp |
| Annual return | 13.20% | 31.45%-18.3pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,284 | $2,966+10.7% | $4,695-30.1% | $2,342+40.2% |
| Participant deferral / active EE | $4,160 | $5,051-17.6% | $6,247-33.4% | $3,332+24.9% |
| Admin fee / account holder | $3,613 | $5,420-33.3% | $9,243-60.9% | $4,645-22.2% |