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 | $248,072 | $58,927+321.0% | $76,817+222.9% | $72,985+239.9% |
| Participation rate | 79.1% | 67.3%+11.7pp | 72.1%+7.0pp | 69.5%+9.6pp |
| Annual return | 4.12% | 2305.64%-2301.5pp | 1166.11%-1162.0pp | 81.00%-76.9pp |
| Employer contribution / active EE | $2,820 | $1,787+57.8% | $2,302+22.5% | $2,440+15.6% |
| Participant deferral / active EE | $4,623 | $2,690+71.8% | $3,336+38.6% | $3,607+28.1% |
| Admin fee / account holder | $6,299 | $4,013+57.0% | $6,420-1.9% | $5,124+22.9% |