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 | $125,405 | $105,998+18.3% | $92,233+36.0% | $147,584-15.0% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 6.02% | 50.05%-44.0pp | 176.28%-170.3pp | 578.55%-572.5pp |
| Employer contribution / active EE | $3,544 | $4,333-18.2% | $3,679-3.7% | $4,876-27.3% |
| Participant deferral / active EE | $6,085 | $4,478+35.9% | $3,897+56.2% | $5,439+11.9% |
| Admin fee / account holder | $21,002 | $6,332+231.7% | $5,194+304.4% | $10,885+92.9% |