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 | $176,150 | $108,919+61.7% | $100,391+75.5% | $145,922+20.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.82% | 57.88%-48.1pp | 49.20%-39.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,064 | $4,419-30.7% | $3,942-22.3% | $4,660-34.2% |
| Participant deferral / active EE | $8,058 | $8,445-4.6% | $8,082-0.3% | $6,688+20.5% |
| Admin fee / account holder | $5,683 | $9,689-41.3% | $7,899-28.1% | $13,397-57.6% |