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 | $194,103 | $105,181+84.5% | $159,436+21.7% | $85,850+126.1% |
| Participation rate | 96.7% | 75.8%+20.9pp | 82.8%+13.8pp | 69.3%+27.4pp |
| Annual return | 11.19% | 45.07%-33.9pp | 263.57%-252.4pp | 318.53%-307.3pp |
| Employer contribution / active EE | $6,085 | $3,318+83.4% | $4,829+26.0% | $2,565+137.2% |
| Participant deferral / active EE | $12,582 | $5,945+111.7% | $7,352+71.1% | $3,952+218.4% |
| Admin fee / account holder | $32,990 | $6,933+375.8% | $10,799+205.5% | $6,260+427.0% |