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 | $138,730 | $81,208+70.8% | $98,907+40.3% | $79,858+73.7% |
| Participation rate | 73.8% | 72.5%+1.3pp | 76.0%-2.2pp | 69.6%+4.2pp |
| Annual return | 8.90% | 60.99%-52.1pp | 196.43%-187.5pp | 31.71%-22.8pp |
| Employer contribution / active EE | $2,103 | $1,960+7.3% | $2,689-21.8% | $2,471-14.9% |
| Participant deferral / active EE | $2,955 | $3,265-9.5% | $4,244-30.4% | $3,740-21.0% |
| Admin fee / account holder | $15,746 | $6,013+161.9% | $6,642+137.1% | $5,306+196.7% |