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 | $182,236 | $104,475+74.4% | $159,436+14.3% | $79,386+129.6% |
| Participation rate | 83.3% | 76.6%+6.7pp | 82.8%+0.5pp | 70.7%+12.6pp |
| Annual return | 11.89% | 67.95%-56.1pp | 263.57%-251.7pp | 116.85%-105.0pp |
| Employer contribution / active EE | $6,455 | $3,417+88.9% | $4,829+33.7% | $2,427+165.9% |
| Participant deferral / active EE | $8,416 | $6,467+30.1% | $7,352+14.5% | $4,046+108.0% |
| Admin fee / account holder | $3,102 | $711+336.2% | $10,799-71.3% | $626+395.2% |