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 | $214,366 | $101,724+110.7% | $164,813+30.1% | $80,856+165.1% |
| Participation rate | 85.7% | 71.8%+13.9pp | 78.6%+7.1pp | 67.6%+18.1pp |
| Annual return | 8.12% | 16.72%-8.6pp | 69.93%-61.8pp | 35.59%-27.5pp |
| Employer contribution / active EE | $2,679 | $2,953-9.3% | $4,341-38.3% | $2,755-2.8% |
| Participant deferral / active EE | $8,787 | $4,477+96.2% | $6,031+45.7% | $4,296+104.5% |
| Admin fee / account holder | $3,315 | $8,227-59.7% | $12,690-73.9% | $6,918-52.1% |