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 | $129,531 | $52,279+147.8% | $89,391+44.9% | $79,858+62.2% |
| Participation rate | 98.7% | 57.5%+41.2pp | 68.0%+30.8pp | 69.6%+29.1pp |
| Annual return | 5.85% | 22.16%-16.3pp | 245.62%-239.8pp | 31.71%-25.9pp |
| Employer contribution / active EE | $5,122 | $1,572+225.9% | $2,586+98.1% | $2,471+107.3% |
| Participant deferral / active EE | $6,478 | $2,740+136.4% | $3,890+66.5% | $3,740+73.2% |
| Admin fee / account holder | $4,181 | $3,356+24.6% | $4,881-14.3% | $5,306-21.2% |