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 | $143,963 | $100,041+43.9% | $149,718-3.8% | $70,131+105.3% |
| Participation rate | 97.4% | 83.6%+13.8pp | 87.1%+10.3pp | 69.5%+27.9pp |
| Annual return | 11.58% | 27.43%-15.8pp | 1501.63%-1490.0pp | 73.14%-61.6pp |
| Employer contribution / active EE | $5,186 | $3,662+41.6% | $5,445-4.8% | $2,342+121.4% |
| Participant deferral / active EE | $4,504 | $4,983-9.6% | $6,569-31.4% | $3,332+35.2% |
| Admin fee / account holder | $3,253 | $8,286-60.7% | $11,283-71.2% | $4,645-30.0% |