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 | $200,091 | $109,413+82.9% | $156,263+28.0% | $84,808+135.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 10.00% | 20.18%-10.2pp | 59.47%-49.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,648 | $2,907-8.9% | $4,333-38.9% | $2,631+0.7% |
| Participant deferral / active EE | $11,592 | $4,590+152.6% | $6,158+88.2% | $4,212+175.2% |
| Admin fee / account holder | $19,586 | $9,357+109.3% | $14,255+37.4% | $7,344+166.7% |