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 | $238,219 | $71,883+231.4% | $86,677+174.8% | $68,494+247.8% |
| Participation rate | 98.3% | 72.2%+26.0pp | 76.6%+21.7pp | 67.9%+30.4pp |
| Annual return | -20.59% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $3,124 | $2,173+43.8% | $2,836+10.1% | $2,596+20.3% |
| Participant deferral / active EE | $7,181 | $3,779+90.0% | $4,656+54.2% | $4,027+78.3% |
| Admin fee / account holder | $10,239 | $6,112+67.5% | $7,493+36.6% | $5,403+89.5% |