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 | $226,517 | $81,248+178.8% | $155,509+45.7% | $80,856+180.1% |
| Participation rate | 84.2% | 66.2%+18.0pp | 78.2%+6.0pp | 67.6%+16.6pp |
| Annual return | 9.65% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,934 | $3,100-37.6% | $4,672-58.6% | $2,755-29.8% |
| Participant deferral / active EE | $3,091 | $3,452-10.4% | $5,626-45.1% | $4,296-28.0% |
| Admin fee / account holder | $2,971 | $7,997-62.8% | $15,912-81.3% | $6,918-57.1% |