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 | $215,706 | $64,324+235.3% | $118,925+81.4% | $79,858+170.1% |
| Participation rate | 98.6% | 64.9%+33.7pp | 75.4%+23.2pp | 69.6%+28.9pp |
| Annual return | 2.74% | 86.45%-83.7pp | 35.88%-33.1pp | 31.71%-29.0pp |
| Employer contribution / active EE | $13,724 | $1,836+647.4% | $3,263+320.6% | $2,471+455.4% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $37,151 | $4,040+819.6% | $6,581+464.6% | $5,306+600.1% |