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 | $213,228 | $89,355+138.6% | $141,162+51.1% | $72,985+192.2% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 18.95% | 111.85%-92.9pp | 71.39%-52.4pp | 81.00%-62.0pp |
| Employer contribution / active EE | $7,359 | $3,114+136.3% | $4,735+55.4% | $2,440+201.6% |
| Participant deferral / active EE | $2,722 | $5,418-49.8% | $6,709-59.4% | $3,607-24.5% |
| Admin fee / account holder | $5,804 | $5,958-2.6% | $10,261-43.4% | $5,124+13.3% |