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 | $243,789 | $87,733+177.9% | $106,548+128.8% | $85,850+184.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 10.39% | 21.86%-11.5pp | 26.80%-16.4pp | 318.53%-308.1pp |
| Employer contribution / active EE | $10,585 | $2,073+410.6% | $2,819+275.5% | $2,565+312.6% |
| Participant deferral / active EE | $5,785 | $3,469+66.8% | $4,398+31.5% | $3,952+46.4% |
| Admin fee / account holder | $53,117 | $6,767+684.9% | $7,407+617.1% | $6,260+748.5% |