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 | $241,089 | $76,552+214.9% | $123,892+94.6% | $62,891+283.3% |
| Participation rate | 88.1% | 73.0%+15.1pp | 81.4%+6.7pp | 69.3%+18.8pp |
| Annual return | 5.65% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $4,788 | $2,883+66.1% | $4,617+3.7% | $2,281+109.9% |
| Participant deferral / active EE | $9,037 | $4,840+86.7% | $5,984+51.0% | $3,203+182.1% |
| Admin fee / account holder | $20,616 | $4,826+327.2% | $8,357+146.7% | $4,296+379.9% |