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 | $154,150 | $86,286+78.7% | $111,297+38.5% | $85,850+79.6% |
| Participation rate | 73.8% | 73.3%+0.5pp | 77.3%-3.5pp | 69.3%+4.5pp |
| Annual return | 7.95% | 19.99%-12.0pp | 54.65%-46.7pp | 318.53%-310.6pp |
| Employer contribution / active EE | $1,306 | $2,043-36.1% | $2,731-52.2% | $2,565-49.1% |
| Participant deferral / active EE | $3,387 | $3,641-7.0% | $4,487-24.5% | $3,952-14.3% |
| Admin fee / account holder | $28,306 | $8,188+245.7% | $7,964+255.4% | $6,260+352.2% |