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 | $231,884 | $95,803+142.0% | $113,168+104.9% | $84,808+173.4% |
| Participation rate | 73.8% | 72.9%+0.9pp | 76.6%-2.8pp | 68.3%+5.5pp |
| Annual return | 10.55% | 25.00%-14.5pp | 24.27%-13.7pp | 40.90%-30.3pp |
| Employer contribution / active EE | $1,756 | $2,360-25.6% | $2,975-41.0% | $2,631-33.3% |
| Participant deferral / active EE | $6,745 | $4,242+59.0% | $5,107+32.1% | $4,212+60.1% |
| Admin fee / account holder | $24,299 | $8,989+170.3% | $12,068+101.4% | $7,344+230.9% |