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 | $208,397 | $106,749+95.2% | $145,433+43.3% | $82,448+152.8% |
| Participation rate | 72.7% | 75.6%-2.9pp | 82.1%-9.4pp | 68.1%+4.7pp |
| Annual return | 13.79% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $913 | $3,444-73.5% | $4,554-80.0% | $2,551-64.2% |
| Participant deferral / active EE | $7,530 | $6,519+15.5% | $7,897-4.6% | $4,139+81.9% |
| Admin fee / account holder | $53,545 | $8,390+538.2% | $13,129+307.8% | $7,234+640.2% |