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 | $207,599 | $94,625+119.4% | $116,228+78.6% | $84,808+144.8% |
| Participation rate | 92.5% | 70.4%+22.1pp | 74.6%+17.9pp | 68.3%+24.2pp |
| Annual return | 4.32% | 20.40%-16.1pp | 90.06%-85.7pp | 40.90%-36.6pp |
| Employer contribution / active EE | $8,759 | $2,347+273.3% | $2,994+192.5% | $2,631+232.9% |
| Participant deferral / active EE | $1,760 | $3,972-55.7% | $4,953-64.5% | $4,212-58.2% |
| Admin fee / account holder | $253,552 | $10,091+2412.6% | $11,989+2014.9% | $7,344+3352.6% |