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 | $237,377 | $51,175+363.9% | $70,515+236.6% | $75,163+215.8% |
| Participation rate | 86.7% | 60.9%+25.7pp | 68.3%+18.3pp | 67.2%+19.5pp |
| Annual return | 10.36% | 30.02%-19.7pp | 32.77%-22.4pp | 160.62%-150.3pp |
| Employer contribution / active EE | $2,909 | $1,826+59.3% | $2,973-2.2% | $2,670+8.9% |
| Participant deferral / active EE | $4,965 | $2,849+74.2% | $4,567+8.7% | $4,125+20.4% |
| Admin fee / account holder | $12,327 | $4,091+201.3% | $6,412+92.2% | $5,651+118.1% |