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 | $209,376 | $95,416+119.4% | $185,823+12.7% | $85,850+143.9% |
| Participation rate | 96.3% | 68.8%+27.5pp | 81.7%+14.6pp | 69.3%+27.0pp |
| Annual return | 9.69% | 23.59%-13.9pp | 122.05%-112.4pp | 318.53%-308.8pp |
| Employer contribution / active EE | $13,002 | $3,314+292.4% | $5,167+151.6% | $2,565+406.9% |
| Participant deferral / active EE | $7,369 | $3,423+115.3% | $5,568+32.4% | $3,952+86.5% |
| Admin fee / account holder | $13,637 | $7,213+89.1% | $16,237-16.0% | $6,260+117.9% |