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 | $236,705 | $101,724+132.7% | $164,813+43.6% | $80,856+192.7% |
| Participation rate | 94.1% | 71.8%+22.3pp | 78.6%+15.5pp | 67.6%+26.5pp |
| Annual return | 9.09% | 16.72%-7.6pp | 69.93%-60.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $3,999 | $2,953+35.4% | $4,341-7.9% | $2,755+45.2% |
| Participant deferral / active EE | $6,860 | $4,477+53.2% | $6,031+13.7% | $4,296+59.7% |
| Admin fee / account holder | $37,125 | $8,227+351.2% | $12,690+192.6% | $6,918+436.7% |