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 | $198,055 | $86,929+127.8% | $102,423+93.4% | $80,856+144.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.20% | 18.88%-9.7pp | 29.32%-20.1pp | 35.59%-26.4pp |
| Employer contribution / active EE | $12,622 | $2,369+432.7% | $3,023+317.5% | $2,755+358.2% |
| Participant deferral / active EE | $9,174 | $4,118+122.7% | $5,053+81.6% | $4,296+113.6% |
| Admin fee / account holder | $9,482 | $8,049+17.8% | $9,451+0.3% | $6,918+37.1% |