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 | $196,394 | $70,475+178.7% | $100,516+95.4% | $79,858+145.9% |
| Participation rate | 94.6% | 73.7%+20.9pp | 79.4%+15.2pp | 69.6%+25.0pp |
| Annual return | 12.06% | 21.90%-9.8pp | 30.89%-18.8pp | 31.71%-19.6pp |
| Employer contribution / active EE | $2,852 | $2,165+31.7% | $3,418-16.6% | $2,471+15.4% |
| Participant deferral / active EE | $10,836 | $5,181+109.2% | $6,270+72.8% | $3,740+189.7% |
| Admin fee / account holder | $4,546 | $4,478+1.5% | $8,081-43.7% | $5,306-14.3% |