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 | $153,519 | $91,190+68.4% | $178,490-14.0% | $79,858+92.2% |
| Participation rate | 93.4% | 69.2%+24.2pp | 81.9%+11.5pp | 69.6%+23.8pp |
| Annual return | 8.68% | 24.19%-15.5pp | 151.07%-142.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $10,807 | $3,256+231.9% | $5,011+115.7% | $2,471+337.4% |
| Participant deferral / active EE | $6,694 | $3,236+106.8% | $5,202+28.7% | $3,740+79.0% |
| Admin fee / account holder | $63,091 | $6,751+834.5% | $13,984+351.2% | $5,306+1089.0% |