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 | $206,240 | $72,277+185.3% | $101,248+103.7% | $79,858+158.3% |
| Participation rate | 85.3% | 68.5%+16.8pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | 8.83% | 22.30%-13.5pp | 46.47%-37.6pp | 31.71%-22.9pp |
| Employer contribution / active EE | $10,753 | $2,692+299.5% | $3,660+193.8% | $2,471+335.2% |
| Participant deferral / active EE | $9,048 | $3,282+175.7% | $4,370+107.0% | $3,740+141.9% |
| Admin fee / account holder | $42,815 | $4,400+873.0% | $5,945+620.1% | $5,306+706.9% |