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 | $205,962 | $57,108+260.7% | $94,224+118.6% | $52,331+293.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -2.23% | 1.47%-3.7pp | 10.68%-12.9pp | 4.54%-6.8pp |
| Employer contribution / active EE | $12,188 | $1,735+602.4% | $3,587+239.8% | $1,882+547.7% |
| Participant deferral / active EE | $5,313 | $3,040+74.8% | $4,320+23.0% | $3,022+75.8% |
| Admin fee / account holder | $2,456 | $546+349.5% | $6,269-60.8% | $592+315.2% |