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 | $160,064 | $57,590+177.9% | $86,233+85.6% | $82,448+94.1% |
| Participation rate | 85.2% | 57.9%+27.3pp | 69.0%+16.2pp | 68.1%+17.1pp |
| Annual return | 10.14% | 22.41%-12.3pp | 61.39%-51.2pp | 41.64%-31.5pp |
| Employer contribution / active EE | $3,650 | $1,655+120.5% | $2,504+45.8% | $2,551+43.1% |
| Participant deferral / active EE | $3,129 | $3,080+1.6% | $4,559-31.4% | $4,139-24.4% |
| Admin fee / account holder | $4,189 | $4,730-11.4% | $8,342-49.8% | $7,234-42.1% |