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 | $144,133 | $60,892+136.7% | $82,389+74.9% | $84,808+70.0% |
| Participation rate | 98.4% | 63.3%+35.1pp | 69.5%+28.8pp | 68.3%+30.0pp |
| Annual return | 11.99% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $6,372 | $1,779+258.1% | $2,517+153.2% | $2,631+142.2% |
| Participant deferral / active EE | $8,256 | $3,179+159.7% | $4,155+98.7% | $4,212+96.0% |
| Admin fee / account holder | $22,365 | $5,467+309.1% | $7,231+209.3% | $7,344+204.5% |