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 | $183,168 | $74,888+144.6% | $71,209+157.2% | $142,382+28.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 10.60% | 345.14%-334.5pp | 282.51%-271.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $3,339 | $2,854+17.0% | $2,721+22.7% | $4,299-22.3% |
| Participant deferral / active EE | $6,331 | $4,454+42.1% | $4,175+51.6% | $6,507-2.7% |
| Admin fee / account holder | $2,104 | $5,568-62.2% | $5,349-60.7% | $12,624-83.3% |