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 | $203,727 | $57,065+257.0% | $75,670+169.2% | $70,131+190.5% |
| Participation rate | 88.6% | 68.1%+20.5pp | 72.3%+16.3pp | 69.5%+19.1pp |
| Annual return | 9.21% | 23.57%-14.4pp | 27.34%-18.1pp | 73.14%-63.9pp |
| Employer contribution / active EE | $2,763 | $1,817+52.1% | $2,352+17.5% | $2,342+17.9% |
| Participant deferral / active EE | $4,435 | $2,580+71.9% | $3,142+41.1% | $3,332+33.1% |
| Admin fee / account holder | $37,964 | $3,825+892.5% | $5,800+554.6% | $4,645+717.2% |