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 | $231,933 | $72,388+220.4% | $111,392+108.2% | $64,186+261.3% |
| Participation rate | 88.1% | 70.5%+17.6pp | 78.9%+9.2pp | 69.6%+18.5pp |
| Annual return | -11.15% | -1.50%-9.6pp | -2.06%-9.1pp | 7.63%-18.8pp |
| Employer contribution / active EE | $3,432 | $3,000+14.4% | $4,328-20.7% | $2,381+44.1% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $48,100 | $5,719+741.0% | $12,266+292.1% | $4,888+884.0% |