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 | $164,494 | $72,492+126.9% | $87,100+88.9% | $72,985+125.4% |
| Participation rate | 89.1% | 72.8%+16.3pp | 76.9%+12.3pp | 69.5%+19.6pp |
| Annual return | 13.19% | 24.46%-11.3pp | 28.19%-15.0pp | 81.00%-67.8pp |
| Employer contribution / active EE | $7,743 | $1,894+308.8% | $2,521+207.1% | $2,440+217.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,607-100.0% |
| Admin fee / account holder | $37,321 | $5,055+638.3% | $7,497+397.8% | $5,124+628.3% |