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 | $220,746 | $76,552+188.4% | $123,892+78.2% | $62,891+251.0% |
| Participation rate | 95.2% | 73.0%+22.3pp | 81.4%+13.8pp | 69.3%+25.9pp |
| Annual return | 5.42% | 18.68%-13.3pp | 47.52%-42.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $6,515 | $2,883+126.0% | $4,617+41.1% | $2,281+185.6% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,563 | $4,826-5.5% | $8,357-45.4% | $4,296+6.2% |