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 | $153,427 | $49,922+207.3% | $80,569+90.4% | $75,163+104.1% |
| Participation rate | 88.5% | 55.3%+33.2pp | 67.0%+21.5pp | 67.2%+21.3pp |
| Annual return | 13.18% | 34.69%-21.5pp | 935.43%-922.3pp | 160.62%-147.4pp |
| Employer contribution / active EE | $1,592 | $1,698-6.3% | $2,723-41.5% | $2,670-40.4% |
| Participant deferral / active EE | $8,298 | $2,990+177.5% | $4,447+86.6% | $4,125+101.1% |
| Admin fee / account holder | $65,424 | $3,577+1729.0% | $5,377+1116.7% | $5,651+1057.8% |