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 | $160,324 | $80,968+98.0% | $96,544+66.1% | $75,163+113.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 10.59% | 27.06%-16.5pp | 25.84%-15.3pp | 160.62%-150.0pp |
| Employer contribution / active EE | $7,217 | $2,282+216.3% | $2,965+143.4% | $2,670+170.3% |
| Participant deferral / active EE | $7,291 | $3,928+85.6% | $4,851+50.3% | $4,125+76.8% |
| Admin fee / account holder | $1,395 | $6,724-79.3% | $8,252-83.1% | $5,651-75.3% |