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 | $133,807 | $89,753+49.1% | $107,525+24.4% | $84,808+57.8% |
| Participation rate | 82.4% | 68.1%+14.3pp | 75.1%+7.3pp | 68.3%+14.0pp |
| Annual return | 12.49% | 29.48%-17.0pp | 181.32%-168.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $3,935 | $3,113+26.4% | $3,754+4.8% | $2,631+49.6% |
| Participant deferral / active EE | $7,328 | $4,056+80.7% | $5,116+43.3% | $4,212+74.0% |
| Admin fee / account holder | $29,960 | $7,222+314.8% | $8,919+235.9% | $7,344+308.0% |