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 | $222,842 | $76,552+191.1% | $123,892+79.9% | $62,891+254.3% |
| Participation rate | 97.1% | 73.0%+24.1pp | 81.4%+15.6pp | 69.3%+27.8pp |
| Annual return | 5.06% | 18.68%-13.6pp | 47.52%-42.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $4,708 | $2,883+63.3% | $4,617+2.0% | $2,281+106.4% |
| Participant deferral / active EE | $4,169 | $4,840-13.9% | $5,984-30.3% | $3,203+30.2% |
| Admin fee / account holder | $86,605 | $4,826+1694.7% | $8,357+936.3% | $4,296+1916.1% |