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 | $201,543 | $57,541+250.3% | $95,745+110.5% | $75,163+168.1% |
| Participation rate | 85.3% | 62.5%+22.8pp | 72.3%+13.0pp | 67.2%+18.1pp |
| Annual return | 13.06% | 34.93%-21.9pp | 28.35%-15.3pp | 160.62%-147.6pp |
| Employer contribution / active EE | $4,694 | $1,808+159.7% | $2,835+65.6% | $2,670+75.8% |
| Participant deferral / active EE | $6,252 | $3,074+103.4% | $4,245+47.3% | $4,125+51.6% |
| Admin fee / account holder | $28,047 | $4,099+584.3% | $5,678+394.0% | $5,651+396.3% |