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 | $63,851 | $209,832-69.6% | $189,513-66.3% | $167,490-61.9% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 5.74% | 748.27%-742.5pp | 555.15%-549.4pp | 478.56%-472.8pp |
| Employer contribution / active EE | $2,100 | $6,914-69.6% | $6,162-65.9% | $4,837-56.6% |
| Participant deferral / active EE | $5,901 | $8,935-34.0% | $8,221-28.2% | $6,341-6.9% |
| Admin fee / account holder | $2,438 | $14,293-82.9% | $12,045-79.8% | $12,309-80.2% |