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 | $223,718 | $124,281+80.0% | $109,143+105.0% | $167,490+33.6% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.9%+16.4pp | 82.1%+10.2pp |
| Annual return | 3.15% | 26.04%-22.9pp | 25.75%-22.6pp | 478.56%-475.4pp |
| Employer contribution / active EE | $15,385 | $4,207+265.7% | $3,722+313.4% | $4,837+218.0% |
| Participant deferral / active EE | $0 | $5,255-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $183,505 | $7,970+2202.5% | $6,752+2617.7% | $12,309+1390.8% |