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 | $242,200 | $93,571+158.8% | $135,903+78.2% | $75,163+222.2% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 12.16% | 30.90%-18.7pp | 68.23%-56.1pp | 160.62%-148.5pp |
| Employer contribution / active EE | $2,328 | $3,537-34.2% | $4,856-52.1% | $2,670-12.8% |
| Participant deferral / active EE | $20,984 | $6,404+227.7% | $7,758+170.5% | $4,125+408.7% |
| Admin fee / account holder | $72,101 | $6,975+933.6% | $10,762+570.0% | $5,651+1175.9% |