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 | $197,483 | $102,317+93.0% | $146,958+34.4% | $80,856+144.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.5pp | 67.6%+27.0pp |
| Annual return | 10.30% | 134.76%-124.5pp | 418.34%-408.0pp | 35.59%-25.3pp |
| Employer contribution / active EE | $5,110 | $3,713+37.6% | $4,933+3.6% | $2,755+85.5% |
| Participant deferral / active EE | $7,760 | $6,644+16.8% | $8,070-3.8% | $4,296+80.6% |
| Admin fee / account holder | $9,231 | $7,941+16.2% | $12,998-29.0% | $6,918+33.4% |