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 | $203,242 | $106,749+90.4% | $145,433+39.7% | $82,448+146.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 6.03% | 27.59%-21.6pp | 66.58%-60.5pp | 41.64%-35.6pp |
| Employer contribution / active EE | $16,480 | $3,444+378.5% | $4,554+261.8% | $2,551+546.0% |
| Participant deferral / active EE | $6,030 | $6,519-7.5% | $7,897-23.6% | $4,139+45.7% |
| Admin fee / account holder | $7,750 | $8,390-7.6% | $13,129-41.0% | $7,234+7.1% |