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 | $124,539 | $89,753+38.8% | $107,525+15.8% | $84,808+46.8% |
| Participation rate | 92.3% | 68.1%+24.2pp | 75.1%+17.2pp | 68.3%+24.0pp |
| Annual return | 12.08% | 29.48%-17.4pp | 181.32%-169.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $6,372 | $3,113+104.7% | $3,754+69.8% | $2,631+142.2% |
| Participant deferral / active EE | $4,049 | $4,056-0.2% | $5,116-20.8% | $4,212-3.9% |
| Admin fee / account holder | $14,286 | $7,222+97.8% | $8,919+60.2% | $7,344+94.5% |