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 | $117,924 | $89,355+32.0% | $141,162-16.5% | $72,985+61.6% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | 18.83% | 111.85%-93.0pp | 71.39%-52.6pp | 81.00%-62.2pp |
| Employer contribution / active EE | $9,573 | $3,114+207.4% | $4,735+102.2% | $2,440+292.4% |
| Participant deferral / active EE | $12,375 | $5,418+128.4% | $6,709+84.5% | $3,607+243.0% |
| Admin fee / account holder | $16,646 | $5,958+179.4% | $10,261+62.2% | $5,124+224.8% |