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 | $199,281 | $54,705+264.3% | $71,209+179.9% | $84,808+135.0% |
| Participation rate | 74.2% | 64.1%+10.1pp | 73.8%+0.4pp | 68.3%+5.9pp |
| Annual return | 8.03% | 35.90%-27.9pp | 282.51%-274.5pp | 40.90%-32.9pp |
| Employer contribution / active EE | $10,451 | $2,158+384.3% | $2,721+284.1% | $2,631+297.2% |
| Participant deferral / active EE | $10,731 | $3,030+254.1% | $4,175+157.0% | $4,212+154.8% |
| Admin fee / account holder | $5,646 | $4,863+16.1% | $5,349+5.6% | $7,344-23.1% |