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 | $171,609 | $89,355+92.1% | $141,162+21.6% | $72,985+135.1% |
| Participation rate | 95.2% | 75.1%+20.1pp | 82.5%+12.8pp | 69.5%+25.8pp |
| Annual return | 17.17% | 111.85%-94.7pp | 71.39%-54.2pp | 81.00%-63.8pp |
| Employer contribution / active EE | $7,167 | $3,114+130.1% | $4,735+51.4% | $2,440+193.8% |
| Participant deferral / active EE | $9,664 | $5,418+78.4% | $6,709+44.0% | $3,607+167.9% |
| Admin fee / account holder | $8,887 | $5,958+49.2% | $10,261-13.4% | $5,124+73.4% |