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 | $161,872 | $81,248+99.2% | $155,509+4.1% | $80,856+100.2% |
| Participation rate | 98.6% | 66.2%+32.3pp | 78.2%+20.4pp | 67.6%+30.9pp |
| Annual return | 8.44% | 33.31%-24.9pp | 64.67%-56.2pp | 35.59%-27.2pp |
| Employer contribution / active EE | $10,520 | $3,100+239.3% | $4,672+125.2% | $2,755+281.9% |
| Participant deferral / active EE | $5,655 | $3,452+63.8% | $5,626+0.5% | $4,296+31.6% |
| Admin fee / account holder | $31,914 | $7,997+299.1% | $15,912+100.6% | $6,918+361.3% |