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 | $158,154 | $102,317+54.6% | $146,958+7.6% | $80,856+95.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 6.91% | 134.76%-127.9pp | 418.34%-411.4pp | 35.59%-28.7pp |
| Employer contribution / active EE | $1,948 | $3,713-47.5% | $4,933-60.5% | $2,755-29.3% |
| Participant deferral / active EE | $4,503 | $6,644-32.2% | $8,070-44.2% | $4,296+4.8% |
| Admin fee / account holder | $41,362 | $7,941+420.9% | $12,998+218.2% | $6,918+497.9% |