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 | $174,504 | $102,317+70.6% | $146,958+18.7% | $80,856+115.8% |
| Participation rate | 95.6% | 75.8%+19.7pp | 82.2%+13.4pp | 67.6%+27.9pp |
| Annual return | 10.44% | 134.76%-124.3pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $5,047 | $3,713+35.9% | $4,933+2.3% | $2,755+83.2% |
| Participant deferral / active EE | $13,505 | $6,644+103.3% | $8,070+67.3% | $4,296+214.4% |
| Admin fee / account holder | $16,837 | $7,941+112.0% | $12,998+29.5% | $6,918+143.4% |