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 | $157,569 | $76,407+106.2% | $150,298+4.8% | $82,448+91.1% |
| Participation rate | 89.7% | 66.4%+23.3pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 9.32% | 39.99%-30.7pp | 62.79%-53.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $2,035 | $2,614-22.2% | $4,154-51.0% | $2,551-20.2% |
| Participant deferral / active EE | $5,156 | $3,214+60.4% | $5,453-5.4% | $4,139+24.6% |
| Admin fee / account holder | $79,387 | $6,352+1149.8% | $14,116+462.4% | $7,234+997.4% |