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 | $152,781 | $99,020+54.3% | $86,590+76.4% | $147,584+3.5% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 8.43% | 1312.34%-1303.9pp | 964.84%-956.4pp | 578.55%-570.1pp |
| Employer contribution / active EE | $7,175 | $3,132+129.1% | $2,839+152.7% | $4,876+47.1% |
| Participant deferral / active EE | $8,746 | $3,972+120.2% | $3,609+142.4% | $5,439+60.8% |
| Admin fee / account holder | $11,545 | $5,710+102.2% | $4,906+135.3% | $10,885+6.1% |