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 | $197,215 | $105,181+87.5% | $159,436+23.7% | $85,850+129.7% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.8%+4.4pp | 69.3%+17.9pp |
| Annual return | 12.23% | 45.07%-32.8pp | 263.57%-251.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $5,443 | $3,318+64.0% | $4,829+12.7% | $2,565+112.2% |
| Participant deferral / active EE | $7,134 | $5,945+20.0% | $7,352-3.0% | $3,952+80.5% |
| Admin fee / account holder | $13,531 | $6,933+95.2% | $10,799+25.3% | $6,260+116.2% |