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 | $114,155 | $85,766+33.1% | $136,294-16.2% | $70,131+62.8% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 11.13% | 31.45%-20.3pp | 5155.94%-5144.8pp | 73.14%-62.0pp |
| Employer contribution / active EE | $4,525 | $2,966+52.5% | $4,695-3.6% | $2,342+93.2% |
| Participant deferral / active EE | $5,208 | $5,051+3.1% | $6,247-16.6% | $3,332+56.3% |
| Admin fee / account holder | $23,712 | $5,420+337.5% | $9,243+156.5% | $4,645+410.5% |