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 | $206,061 | $54,705+276.7% | $71,209+189.4% | $84,808+143.0% |
| Participation rate | 92.7% | 64.1%+28.6pp | 73.8%+18.9pp | 68.3%+24.4pp |
| Annual return | 11.62% | 35.90%-24.3pp | 282.51%-270.9pp | 40.90%-29.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,660 | $3,030+119.8% | $4,175+59.5% | $4,212+58.1% |
| Admin fee / account holder | $82,643 | $4,863+1599.3% | $5,349+1445.1% | $7,344+1025.3% |