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 | $163,232 | $89,753+81.9% | $107,525+51.8% | $84,808+92.5% |
| Participation rate | 97.1% | 68.1%+29.1pp | 75.1%+22.1pp | 68.3%+28.8pp |
| Annual return | 11.39% | 29.48%-18.1pp | 181.32%-169.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $11,213 | $3,113+260.2% | $3,754+198.7% | $2,631+326.2% |
| Participant deferral / active EE | $11,227 | $4,056+176.8% | $5,116+119.5% | $4,212+166.6% |
| Admin fee / account holder | $1,321 | $7,222-81.7% | $8,919-85.2% | $7,344-82.0% |