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 | $182,920 | $85,766+113.3% | $136,294+34.2% | $70,131+160.8% |
| Participation rate | 97.1% | 74.2%+22.9pp | 81.9%+15.1pp | 69.5%+27.5pp |
| Annual return | 10.06% | 31.45%-21.4pp | 5155.94%-5145.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $5,699 | $2,966+92.1% | $4,695+21.4% | $2,342+143.3% |
| Participant deferral / active EE | $2,784 | $5,051-44.9% | $6,247-55.4% | $3,332-16.4% |
| Admin fee / account holder | $19,236 | $5,420+254.9% | $9,243+108.1% | $4,645+314.1% |