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 | $192,134 | $85,766+124.0% | $136,294+41.0% | $70,131+174.0% |
| Participation rate | 98.2% | 74.2%+24.1pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 13.23% | 31.45%-18.2pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $1,348 | $2,966-54.6% | $4,695-71.3% | $2,342-42.5% |
| Participant deferral / active EE | $6,868 | $5,051+36.0% | $6,247+9.9% | $3,332+106.1% |
| Admin fee / account holder | $4,944 | $5,420-8.8% | $9,243-46.5% | $4,645+6.4% |