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 | $150,125 | $65,365+129.7% | $92,893+61.6% | $72,985+105.7% |
| Participation rate | 78.4% | 68.3%+10.1pp | 76.0%+2.4pp | 69.5%+8.9pp |
| Annual return | 10.32% | 42.10%-31.8pp | 109.41%-99.1pp | 81.00%-70.7pp |
| Employer contribution / active EE | $11,829 | $2,594+356.0% | $3,653+223.8% | $2,440+384.8% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,985 | $4,251+64.3% | $5,794+20.6% | $5,124+36.3% |