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 | $240,816 | $107,334+124.4% | $92,893+159.2% | $152,861+57.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 2.70% | 145.58%-142.9pp | 109.41%-106.7pp | 345.32%-342.6pp |
| Employer contribution / active EE | $8,737 | $4,221+107.0% | $3,653+139.2% | $4,762+83.5% |
| Participant deferral / active EE | $1,831 | $4,845-62.2% | $4,236-56.8% | $5,850-68.7% |
| Admin fee / account holder | $5,508 | $7,079-22.2% | $5,794-4.9% | $11,596-52.5% |