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 | $125,634 | $89,753+40.0% | $107,525+16.8% | $84,808+48.1% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 12.56% | 29.48%-16.9pp | 181.32%-168.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $6,026 | $3,113+93.6% | $3,754+60.5% | $2,631+129.0% |
| Participant deferral / active EE | $6,167 | $4,056+52.0% | $5,116+20.5% | $4,212+46.4% |
| Admin fee / account holder | $14,943 | $7,222+106.9% | $8,919+67.5% | $7,344+103.5% |