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 | $208,673 | $114,381+82.4% | $107,525+94.1% | $142,382+46.6% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.1%+17.2pp | 80.1%+12.2pp |
| Annual return | 10.82% | 242.71%-231.9pp | 181.32%-170.5pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,792 | $4,015-30.5% | $3,754-25.6% | $4,299-35.1% |
| Participant deferral / active EE | $8,371 | $5,564+50.4% | $5,116+63.6% | $6,507+28.6% |
| Admin fee / account holder | $32,962 | $9,860+234.3% | $8,919+269.6% | $12,624+161.1% |