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 | $160,551 | $102,966+55.9% | $90,281+77.8% | $152,861+5.0% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 10.26% | 95.16%-84.9pp | 78.10%-67.8pp | 345.32%-335.1pp |
| Employer contribution / active EE | $1,837 | $3,139-41.5% | $2,854-35.6% | $4,762-61.4% |
| Participant deferral / active EE | $7,762 | $4,281+81.3% | $3,885+99.8% | $5,850+32.7% |
| Admin fee / account holder | $21,767 | $6,171+252.8% | $5,351+306.8% | $11,596+87.7% |