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 | $174,187 | $95,416+82.6% | $185,823-6.3% | $85,850+102.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 7.73% | 23.59%-15.9pp | 122.05%-114.3pp | 318.53%-310.8pp |
| Employer contribution / active EE | $8,531 | $3,314+157.4% | $5,167+65.1% | $2,565+232.6% |
| Participant deferral / active EE | $6,029 | $3,423+76.1% | $5,568+8.3% | $3,952+52.6% |
| Admin fee / account holder | $3,192 | $7,213-55.8% | $16,237-80.3% | $6,260-49.0% |