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 | $239,558 | $85,766+179.3% | $136,294+75.8% | $70,131+241.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.09% | 31.45%-19.4pp | 5155.94%-5143.8pp | 73.14%-61.0pp |
| Employer contribution / active EE | $7,571 | $2,966+155.3% | $4,695+61.2% | $2,342+223.2% |
| Participant deferral / active EE | $8,400 | $5,051+66.3% | $6,247+34.5% | $3,332+152.1% |
| Admin fee / account holder | $12,420 | $5,420+129.1% | $9,243+34.4% | $4,645+167.4% |