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 | $158,291 | $102,382+54.6% | $147,005+7.7% | $80,874+95.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 8.27% | 134.89%-126.6pp | 418.76%-410.5pp | 35.62%-27.4pp |
| Employer contribution / active EE | $2,787 | $3,715-25.0% | $4,934-43.5% | $2,756+1.1% |
| Participant deferral / active EE | $7,573 | $6,646+13.9% | $8,070-6.2% | $4,297+76.2% |
| Admin fee / account holder | $910 | $7,942-88.5% | $13,006-93.0% | $6,935-86.9% |