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 | $172,669 | $49,922+245.9% | $80,569+114.3% | $75,163+129.7% |
| Participation rate | 92.3% | 55.3%+37.0pp | 67.0%+25.3pp | 67.2%+25.1pp |
| Annual return | 11.46% | 34.69%-23.2pp | 935.43%-924.0pp | 160.62%-149.2pp |
| Employer contribution / active EE | $1,179 | $1,698-30.6% | $2,723-56.7% | $2,670-55.9% |
| Participant deferral / active EE | $4,619 | $2,990+54.5% | $4,447+3.9% | $4,125+12.0% |
| Admin fee / account holder | $9,896 | $3,577+176.6% | $5,377+84.0% | $5,651+75.1% |