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 | $222,603 | $124,425+78.9% | $112,040+98.7% | $137,256+62.2% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 6.83% | 24.72%-17.9pp | 24.52%-17.7pp | 220.34%-213.5pp |
| Employer contribution / active EE | $2,748 | $3,411-19.4% | $2,954-7.0% | $4,156-33.9% |
| Participant deferral / active EE | $8,873 | $5,718+55.2% | $5,098+74.1% | $6,407+38.5% |
| Admin fee / account holder | $30,729 | $15,207+102.1% | $12,098+154.0% | $12,270+150.4% |