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 | $213,520 | $148,978+43.3% | $200,582+6.4% | $84,808+151.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 13.06% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $5,817 | $4,815+20.8% | $6,419-9.4% | $2,631+121.1% |
| Participant deferral / active EE | $12,282 | $7,142+72.0% | $9,331+31.6% | $4,212+191.6% |
| Admin fee / account holder | $35,984 | $13,977+157.4% | $16,305+120.7% | $7,344+390.0% |