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 | $182,814 | $56,277+224.8% | $80,975+125.8% | $62,891+190.7% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.51% | 22.12%-16.6pp | 17.10%-11.6pp | 20.14%-14.6pp |
| Employer contribution / active EE | $7,349 | $1,943+278.2% | $3,714+97.8% | $2,281+222.2% |
| Participant deferral / active EE | $9,565 | $4,195+128.0% | $5,696+67.9% | $3,203+198.6% |
| Admin fee / account holder | $52,155 | $3,741+1294.3% | $5,516+845.6% | $4,296+1114.2% |