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 | $124,754 | $89,355+39.6% | $141,162-11.6% | $72,985+70.9% |
| Participation rate | 90.6% | 75.1%+15.4pp | 82.5%+8.1pp | 69.5%+21.1pp |
| Annual return | 18.06% | 111.85%-93.8pp | 71.39%-53.3pp | 81.00%-62.9pp |
| Employer contribution / active EE | $6,252 | $3,114+100.7% | $4,735+32.0% | $2,440+156.2% |
| Participant deferral / active EE | $9,257 | $5,418+70.9% | $6,709+38.0% | $3,607+156.6% |
| Admin fee / account holder | $7,735 | $5,958+29.8% | $10,261-24.6% | $5,124+50.9% |