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 | $218,553 | $65,365+234.4% | $92,893+135.3% | $72,985+199.5% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 0.68% | 42.10%-41.4pp | 109.41%-108.7pp | 81.00%-80.3pp |
| Employer contribution / active EE | $6,440 | $2,594+148.3% | $3,653+76.3% | $2,440+164.0% |
| Participant deferral / active EE | $6,642 | $3,128+112.3% | $4,236+56.8% | $3,607+84.1% |
| Admin fee / account holder | $344 | $4,251-91.9% | $5,794-94.1% | $5,124-93.3% |