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 | $136,520 | $58,208+134.5% | $81,812+66.9% | $80,856+68.8% |
| Participation rate | 98.2% | 63.4%+34.8pp | 72.3%+25.8pp | 67.6%+30.5pp |
| Annual return | 10.49% | 41.66%-31.2pp | 773.79%-763.3pp | 35.59%-25.1pp |
| Employer contribution / active EE | $4,034 | $2,340+72.4% | $2,912+38.5% | $2,755+46.4% |
| Participant deferral / active EE | $8,544 | $3,281+160.4% | $4,319+97.8% | $4,296+98.9% |
| Admin fee / account holder | $6,187 | $4,981+24.2% | $7,386-16.2% | $6,918-10.6% |