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 | $123,073 | $53,127+131.7% | $86,590+42.1% | $70,131+75.5% |
| Participation rate | 90.0% | 65.3%+24.7pp | 73.5%+16.5pp | 69.5%+20.5pp |
| Annual return | 10.49% | 27.66%-17.2pp | 964.84%-954.3pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,678 | $2,068-18.9% | $2,839-40.9% | $2,342-28.4% |
| Participant deferral / active EE | $5,045 | $2,696+87.1% | $3,609+39.8% | $3,332+51.4% |
| Admin fee / account holder | $10,325 | $3,585+188.0% | $4,906+110.5% | $4,645+122.3% |