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 | $164,926 | $89,355+84.6% | $141,162+16.8% | $72,985+126.0% |
| Participation rate | 98.6% | 75.1%+23.4pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 16.56% | 111.85%-95.3pp | 71.39%-54.8pp | 81.00%-64.4pp |
| Employer contribution / active EE | $5,748 | $3,114+84.5% | $4,735+21.4% | $2,440+135.6% |
| Participant deferral / active EE | $4,199 | $5,418-22.5% | $6,709-37.4% | $3,607+16.4% |
| Admin fee / account holder | $13,849 | $5,958+132.4% | $10,261+35.0% | $5,124+170.3% |