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 | $151,630 | $79,944+89.7% | $98,439+54.0% | $75,163+101.7% |
| Participation rate | 93.3% | 70.4%+23.0pp | 75.2%+18.2pp | 67.2%+26.1pp |
| Annual return | -2.51% | 19.75%-22.3pp | 21.16%-23.7pp | 160.62%-163.1pp |
| Employer contribution / active EE | $11,323 | $2,264+400.2% | $3,048+271.5% | $2,670+324.1% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,315 | $6,840-22.3% | $8,948-40.6% | $5,651-5.9% |