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 | $173,975 | $98,750+76.2% | $149,696+16.2% | $79,858+117.9% |
| Participation rate | 97.1% | 75.8%+21.4pp | 82.5%+14.7pp | 69.6%+27.5pp |
| Annual return | 9.61% | 27.43%-17.8pp | 276.60%-267.0pp | 31.71%-22.1pp |
| Employer contribution / active EE | $4,063 | $3,216+26.3% | $4,644-12.5% | $2,471+64.4% |
| Participant deferral / active EE | $9,384 | $5,680+65.2% | $6,842+37.2% | $3,740+150.9% |
| Admin fee / account holder | $11,746 | $6,053+94.1% | $9,309+26.2% | $5,306+121.4% |