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 | $161,993 | $102,317+58.3% | $146,958+10.2% | $80,856+100.3% |
| Participation rate | 92.3% | 75.8%+16.5pp | 82.2%+10.2pp | 67.6%+24.7pp |
| Annual return | 11.62% | 134.76%-123.1pp | 418.34%-406.7pp | 35.59%-24.0pp |
| Employer contribution / active EE | $5,307 | $3,713+42.9% | $4,933+7.6% | $2,755+92.7% |
| Participant deferral / active EE | $10,220 | $6,644+53.8% | $8,070+26.6% | $4,296+137.9% |
| Admin fee / account holder | $13,697 | $7,941+72.5% | $12,998+5.4% | $6,918+98.0% |