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 | $164,063 | $70,428+133.0% | $96,562+69.9% | $85,850+91.1% |
| Participation rate | 92.0% | 61.8%+30.2pp | 69.8%+22.2pp | 69.3%+22.7pp |
| Annual return | 8.94% | 18.59%-9.7pp | 37.78%-28.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $8,000 | $1,413+466.2% | $2,356+239.5% | $2,565+211.9% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,035 | $4,997-39.3% | $6,181-50.9% | $6,260-51.5% |