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 9-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 | $146,072 | $105,181+38.9% | $159,436-8.4% | $85,850+70.1% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 9.35% | 45.07%-35.7pp | 263.57%-254.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $5,372 | $3,318+61.9% | $4,829+11.2% | $2,565+109.4% |
| Participant deferral / active EE | $7,323 | $5,945+23.2% | $7,352-0.4% | $3,952+85.3% |
| Admin fee / account holder | $4,988 | $6,933-28.1% | $10,799-53.8% | $6,260-20.3% |