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 | $153,363 | $93,571+63.9% | $135,903+12.8% | $75,163+104.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 7.68% | 30.90%-23.2pp | 68.23%-60.6pp | 160.62%-152.9pp |
| Employer contribution / active EE | $7,447 | $3,537+110.6% | $4,856+53.4% | $2,670+178.9% |
| Participant deferral / active EE | $10,069 | $6,404+57.2% | $7,758+29.8% | $4,125+144.1% |
| Admin fee / account holder | $13,985 | $6,975+100.5% | $10,762+30.0% | $5,651+147.5% |