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 | $232,344 | $78,926+194.4% | $136,749+69.9% | $84,808+174.0% |
| Participation rate | 76.9% | 62.2%+14.7pp | 72.1%+4.8pp | 68.3%+8.6pp |
| Annual return | 9.51% | 18.17%-8.7pp | 24.33%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,795 | $2,134-15.9% | $3,400-47.2% | $2,631-31.8% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $18,012 | $6,369+182.8% | $11,386+58.2% | $7,344+145.3% |