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 | $195,109 | $54,701+256.7% | $86,188+126.4% | $71,457+173.0% |
| Participation rate | 75.5% | 60.1%+15.4pp | 69.0%+6.5pp | 67.9%+7.6pp |
| Annual return | 12.65% | 20.06%-7.4pp | 1168.45%-1155.8pp | 28.85%-16.2pp |
| Employer contribution / active EE | $5,681 | $1,265+349.0% | $2,380+138.7% | $2,588+119.5% |
| Participant deferral / active EE | $7,807 | $3,108+151.2% | $3,985+95.9% | $4,289+82.0% |
| Admin fee / account holder | $47,627 | $1,922+2378.6% | $6,852+595.1% | $1,587+2900.5% |