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 | $161,928 | $81,208+99.4% | $98,907+63.7% | $79,858+102.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 7.74% | 60.99%-53.3pp | 196.43%-188.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $1,119 | $1,960-42.9% | $2,689-58.4% | $2,471-54.7% |
| Participant deferral / active EE | $3,409 | $3,265+4.4% | $4,244-19.7% | $3,740-8.8% |
| Admin fee / account holder | $10,703 | $6,013+78.0% | $6,642+61.2% | $5,306+101.7% |