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 | $191,334 | $105,181+81.9% | $159,436+20.0% | $85,850+122.9% |
| Participation rate | 98.5% | 75.8%+22.7pp | 82.8%+15.7pp | 69.3%+29.2pp |
| Annual return | 11.98% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $7,139 | $3,318+115.2% | $4,829+47.8% | $2,565+178.3% |
| Participant deferral / active EE | $8,369 | $5,945+40.8% | $7,352+13.8% | $3,952+111.8% |
| Admin fee / account holder | $20,546 | $6,933+196.3% | $10,799+90.3% | $6,260+228.2% |