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 | $141,969 | $89,355+58.9% | $141,162+0.6% | $72,985+94.5% |
| Participation rate | 94.4% | 75.1%+19.2pp | 82.5%+11.9pp | 69.5%+24.9pp |
| Annual return | 2.50% | 111.85%-109.3pp | 71.39%-68.9pp | 81.00%-78.5pp |
| Employer contribution / active EE | $5,312 | $3,114+70.6% | $4,735+12.2% | $2,440+117.7% |
| Participant deferral / active EE | $7,407 | $5,418+36.7% | $6,709+10.4% | $3,607+105.3% |
| Admin fee / account holder | $23,313 | $5,958+291.3% | $10,261+127.2% | $5,124+354.9% |