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 9-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 | $206,703 | $89,698+130.4% | $103,476+99.8% | $80,856+155.6% |
| Participation rate | 94.4% | 76.0%+18.5pp | 80.5%+13.9pp | 67.6%+26.8pp |
| Annual return | 10.51% | 22.78%-12.3pp | 23.90%-13.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $2,203 | $4,018-45.2% | $4,672-52.8% | $2,755-20.0% |
| Participant deferral / active EE | $6,446 | $5,456+18.1% | $6,623-2.7% | $4,296+50.1% |
| Admin fee / account holder | $23,063 | $6,768+240.8% | $9,413+145.0% | $6,918+233.4% |