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 | $205,675 | $95,803+114.7% | $113,168+81.7% | $84,808+142.5% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 10.13% | 25.00%-14.9pp | 24.27%-14.1pp | 40.90%-30.8pp |
| Employer contribution / active EE | $4,142 | $2,360+75.5% | $2,975+39.2% | $2,631+57.4% |
| Participant deferral / active EE | $9,351 | $4,242+120.4% | $5,107+83.1% | $4,212+122.0% |
| Admin fee / account holder | $5,964 | $8,989-33.7% | $12,068-50.6% | $7,344-18.8% |