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 | $138,247 | $78,672+75.7% | $109,143+26.7% | $85,850+61.0% |
| Participation rate | 90.9% | 68.3%+22.6pp | 75.9%+15.0pp | 69.3%+21.6pp |
| Annual return | 10.71% | 25.09%-14.4pp | 25.75%-15.0pp | 318.53%-307.8pp |
| Employer contribution / active EE | $3,348 | $2,735+22.4% | $3,722-10.0% | $2,565+30.5% |
| Participant deferral / active EE | $4,708 | $3,467+35.8% | $4,653+1.2% | $3,952+19.1% |
| Admin fee / account holder | $3,569 | $5,469-34.8% | $6,752-47.2% | $6,260-43.0% |