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 | $229,656 | $124,319+84.7% | $111,297+106.3% | $167,490+37.1% |
| Participation rate | 89.5% | 79.6%+9.9pp | 77.3%+12.2pp | 82.1%+7.4pp |
| Annual return | 7.06% | 37.44%-30.4pp | 54.65%-47.6pp | 478.56%-471.5pp |
| Employer contribution / active EE | $3,367 | $3,435-2.0% | $2,731+23.3% | $4,837-30.4% |
| Participant deferral / active EE | $9,719 | $5,180+87.6% | $4,487+116.6% | $6,341+53.3% |
| Admin fee / account holder | $5,076 | $10,618-52.2% | $7,964-36.3% | $12,309-58.8% |