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 | $194,890 | $183,519+6.2% | $155,509+25.3% | $145,922+33.6% |
| Participation rate | 95.8% | 82.7%+13.2pp | 78.2%+17.6pp | 80.3%+15.6pp |
| Annual return | 7.96% | 61.17%-53.2pp | 64.67%-56.7pp | 561.29%-553.3pp |
| Employer contribution / active EE | $9,302 | $5,313+75.1% | $4,672+99.1% | $4,660+99.6% |
| Participant deferral / active EE | $8,706 | $6,462+34.7% | $5,626+54.7% | $6,688+30.2% |
| Admin fee / account holder | $1,409 | $19,313-92.7% | $15,912-91.1% | $13,397-89.5% |