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 | $196,256 | $124,319+57.9% | $111,297+76.3% | $167,490+17.2% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 4.82% | 37.44%-32.6pp | 54.65%-49.8pp | 478.56%-473.7pp |
| Employer contribution / active EE | $1,539 | $3,435-55.2% | $2,731-43.7% | $4,837-68.2% |
| Participant deferral / active EE | $3,077 | $5,180-40.6% | $4,487-31.4% | $6,341-51.5% |
| Admin fee / account holder | $1,238 | $10,618-88.3% | $7,964-84.5% | $12,309-89.9% |